Current Market Value 237,964,786
Current Holdings 119
Most Recent File Date 2024-04-15
Total Filings on Record 19
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Atlas Private Wealth Management . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2024-04-15 2024-03-31 13F-HR 119 237,965
2024-01-19 2023-12-31 13F-HR 117 212,722
2023-10-23 2023-09-30 13F-HR 111 186,282
2023-07-13 2023-06-30 13F-HR 118 189,642
2023-04-26 2023-03-31 13F-HR 112 166,346
2023-01-18 2022-12-31 13F-HR 111 216,730
2022-10-26 2022-09-30 13F-HR 104 138,119
2022-07-19 2022-06-30 13F-HR 113 146,422
2022-04-25 2022-03-31 13F-HR 125 172,116
2022-02-07 2021-12-31 13F-HR 127 179,407
2021-10-25 2021-09-30 13F-HR 116 163,569
2021-08-05 2021-06-30 13F-HR 118 162,055
2021-05-06 2021-03-31 13F-HR/A 1 R 412 156,535
2021-04-26 2021-03-31 13F-HR 412 157,081
2021-01-27 2020-12-31 13F-HR 376 140,365
2020-11-05 2020-09-30 13F-HR 400 127,670
2020-08-04 2020-06-30 13F-HR 485 124,147
2020-05-12 2020-03-31 13F-HR 480 108,302
2020-02-11 2019-12-31 13F-HR 490 130,187