| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2018 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SRH TOTAL RETURN FUND INCORPORATED | 4 | Q3 2023 | 11.7% |
| ADAMS DIVERSIFIED EQUITY FD | 4 | Q3 2023 | 5.1% |
| BLACKSTONE STRATEGIC CREDIT FD COM SHS BEN IN | 4 | Q3 2023 | 4.1% |
| CENTRAL SECS CORPORATION | 4 | Q3 2023 | 4.4% |
| PIMCO ENERGY & TACTICAL CR OPP COM SHS BEN INT | 4 | Q3 2023 | 4.0% |
| MILLER HOWARD HIGH INC EQTY FD COM SHS BEN IN | 4 | Q3 2023 | 3.5% |
| GENERAL AMERN INVS COMPANY INCORPORATED | 4 | Q3 2023 | 3.7% |
| APPLE INCORPORATED | 4 | Q3 2023 | 3.2% |
| ECOFIN SUSTAINABLE AND SOCIAL COM SH BEN INT | 4 | Q3 2023 | 3.9% |
| PROCTER AND GAMBLE COMPANY | 4 | Q3 2023 | 3.5% |
View Atlas Wealth LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR/A | 2024-02-14 |
| 13F-HR | 2024-02-08 |
| 13F-HR | 2023-11-07 |
| 13F-HR | 2023-08-08 |
| 13F-HR | 2023-05-09 |
| 13F-HR | 2023-02-14 |
View Atlas Wealth LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.