Current Market Value 370,341,265
Current Holdings 679
Most Recent File Date 2025-07-10
Total Filings on Record 25
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Atticus Wealth Management, Llc . 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)
2025-07-10 2025-06-30 13F-HR 679 370,341
2025-04-22 2025-03-31 13F-HR 514 306,416
2025-01-22 2024-12-31 13F-HR 531 321,623
2024-10-15 2024-09-30 13F-HR 522 311,480
2024-07-17 2024-06-30 13F-HR 535 305,985
2024-04-17 2024-03-31 13F-HR 549 305,803
2024-01-17 2023-12-31 13F-HR 563 283,430
2023-11-16 2023-09-30 13F-HR/A 1 R 583 260,954
2023-10-16 2023-09-30 13F-HR 584 271,326
2023-07-21 2023-06-30 13F-HR 587 271,372
2023-04-17 2023-03-31 13F-HR 546 261,780
2023-01-31 2022-12-31 13F-HR 531 243,299
2022-10-18 2022-09-30 13F-HR 599 206,859
2022-07-13 2022-06-30 13F-HR 633 240,792
2022-04-15 2022-03-31 13F-HR 607 273,918
2022-01-26 2021-12-31 13F-HR 458 256,315
2021-11-09 2021-09-30 13F-HR/A 1 R 420 227,802
2021-10-18 2021-09-30 13F-HR 422 227,093
2021-07-21 2021-06-30 13F-HR 391 229,710
2021-04-15 2021-03-31 13F-HR 353 209,946
2021-01-20 2020-12-31 13F-HR 345 198,649
2020-10-21 2020-09-30 13F-HR 320 167,717
2020-07-15 2020-06-30 13F-HR 303 151,474
2020-04-23 2020-03-31 13F-HR 308 124,028
2020-02-03 2019-12-31 13F-HR 413 156,808