Current Market Value 64,056,822
Current Holdings 40
Most Recent File Date 2025-04-17
Total Filings on Record 14
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Atlas Financial Advisors, Inc. . 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)
2025-04-17 2024-12-31 13F-HR 40 64,057
2024-10-28 2024-09-30 13F-HR 36 63,277
2024-08-05 2024-06-30 13F-HR 35 60,424
2024-05-13 2024-03-31 13F-HR 35 64,392
2024-02-12 2023-12-31 13F-HR 31 61,125
2023-10-11 2023-09-30 13F-HR 42 127,973
2023-07-17 2023-06-30 13F-HR 30 71,089
2023-04-25 2023-03-31 13F-HR 28 74,002
2023-01-24 2022-12-31 13F-HR 23 72,607
2022-10-19 2022-09-30 13F-HR 14 61,087
2022-07-25 2022-06-30 13F-HR 21 87,557
2022-04-27 2022-03-31 13F-HR/A 1 R 24 99,422
2022-04-20 2022-03-31 13F-HR 15 107,043
2022-04-20 2021-12-31 13F-HR 15 107,043