PFF ISHARES U S

Ownership history in Atlas Private Wealth Advisors  ·  22 quarters on record

AI Ownership Summary

Atlas Private Wealth Advisors reported ISHARES U S (PFF) in 22 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.57% in 2024 Q2. The latest visible filing shows PFF at 0.37% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this PFF ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Atlas Private Wealth Advisors's position in ISHARES U S, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

PFF was reported at 0.37% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.57% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Atlas Private Wealth Advisors held PFF — position size vs. price
% of Fund (quarterly)    PFF price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 51,417 -1,630 -3.1% 0.37% $1.6M 2026-02-14 (Est.) $31.51
2025 Q3 REDUCED 53,047 -49,047 -48.0% 0.41% $1.7M 2025-11-04 $30.32
2025 Q2 REDUCED 102,094 -7,000 -6.4% 0.40% $3.1M 2025-08-05 $30.13
2025 Q1 UNCHANGED 109,094 0% 0.47% $3.4M 2025-04-17 $27.88
2024 Q4 REDUCED 109,094 -3,000 -2.7% 0.49% $3.4M 2025-01-21 $29.81
2024 Q3 ADDED 112,094 +310 +0.3% 0.54% $3.7M 2024-10-09 $30.28
2024 Q2 ADDED 111,784 +60,983 +120.0% 0.57% $3.5M 2024-07-12 $28.79
2024 Q1 REDUCED 50,801 -43,801 -46.3% 0.55% $1.6M 2024-05-06 $28.22
2023 Q4 ADDED 94,602 +446 +0.5% 0.55% $3.0M 2024-01-10 $27.44
13 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Atlas Private Wealth Advisors and PFF

These are the practical questions this page is built to answer before you even open the full history table.

How long has Atlas Private Wealth Advisors reported owning PFF?

Atlas Private Wealth Advisors reported PFF across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported PFF position in Atlas Private Wealth Advisors's portfolio?

The largest reported portfolio weight for PFF was 0.57% in 2024 Q2.

What is the latest reported PFF position on this page?

The most recent filing on this page is 2025 Q4, when Atlas Private Wealth Advisors reported 51,417 shares, equal to 0.37% of portfolio, with an estimated market value of $1.6M.

What does the chart on this PFF ownership page compare?

The chart compares Atlas Private Wealth Advisors's quarterly PFF portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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