Atlas Private Wealth Management

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Albany, NY
CIK
0001800369
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 117 212,722 AAPL, SHY, JMST, BYLD 13F-HR 1/19/2024 000180036924000001
Q3 2023 111 186,282 SHY, AAPL, FUMB, FIXD 13F-HR 10/23/2023 000180036923000005
Q2 2023 118 189,641 AAPL, FIXD, FUMB, SHY 13F-HR 7/13/2023 000180036923000004
Q1 2023 112 166,345 AAPL, FIXD, FUMB, LMBS 13F-HR 4/26/2023 000180036923000002
Q4 2022 111 216,729 IVW, SHY, FIXD, LMBS 13F-HR 1/18/2023 000180036923000001
Q3 2022 104 138,119 FIXD, LMBS, FUMB, AAPL 13F-HR 10/26/2022 000180036922000004
Q2 2022 113 146,422 FIXD, LMBS, FUMB, AAPL 13F-HR 7/19/2022 000180036922000003
Q1 2022 125 172,116 AAPL, FIXD, LMBS, FUMB 13F-HR 4/25/2022 000180036922000002
Q4 2021 127 179,407 FIXD, AAPL, LMBS, FUMB 13F-HR 2/7/2022 000180036922000001
Q3 2021 116 163,569 FIXD, LMBS, AAPL, FUMB 13F-HR 10/25/2021 000180036921000006
Q2 2021 118 162,055 FIXD, AAPL, LMBS, FUMB 13F-HR 8/5/2021 000180036921000005
Q1 2021 416 156,535 FIXD, AAPL, LMBS, FUMB RESTATEMENT 5/6/2021 000180036921000004
Q4 2020 376 140,365 AAPL, LMBS, FPE, FIXD 13F-HR 1/27/2021 000180036921000001
Q3 2020 401 127,670 LMBS, AAPL, FPE, AGG 13F-HR 11/5/2020 000180036920000005
Q2 2020 486 124,147 LMBS, AAPL, FPE, FMB 13F-HR 8/4/2020 000180036920000004
Q1 2020 484 108,302 LMBS, AAPL, FPE, AGG 13F-HR 5/12/2020 000180036920000003
Q4 2019 494 130,187 CWB, AAPL, FPE, AGG 13F-HR 2/11/2020 000180036920000002
Additional filings from Atlas Private Wealth Management that have since been restated