SLMBP β€” SLM CORPORATION PFD SER B

Ownership history in Atlas Wealth LLC  Β·  5 quarters on record

AI Ownership Summary

Atlas Wealth LLC reported SLM CORPORATION PFD SER B (SLMBP) in 5 quarterly 13F filings from 2024 Q4 through 2025 Q4. Peak portfolio weight reached 2.31% in 2025 Q3. The latest visible filing shows SLMBP at 2.21% 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.

What this SLMBP ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Atlas Wealth LLC's position in SLM CORPORATION PFD SER B, 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

SLMBP was reported at 2.21% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.31% in 2025 Q3

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

Time in book
Holding Window
2024 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 Wealth LLC held SLMBP β€” position size vs. price
% of Fund (quarterly)    SLMBP price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 99,722 +5,865 +6.2% 2.21% $7.3M 2026-02-14 (Est.) $73.53
2025 Q3 ADDED 93,857 +19,786 +26.7% 2.31% $7.2M 2025-11-12 $72.92
2025 Q2 ADDED 74,071 +6,603 +9.8% 1.98% $5.4M 2025-08-05 $71.31
2025 Q1 ADDED 67,468 +20,416 +43.4% 1.94% $5.0M 2025-05-08 $69.19
2024 Q4 INITIATED 47,052 β€” β€” 1.32% $3.5M 2025-02-11 $68.15

🏒 Other funds also holding SLMBP

As of 2025 Q4 β€” sorted by position size

SHIKIAR ASSET MANAGEMENT INC 3Y 7Y 1.6%

FAQ About Atlas Wealth LLC and SLMBP

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

How long has Atlas Wealth LLC reported owning SLMBP?

Atlas Wealth LLC reported SLMBP across 5 quarterly 13F filings, from 2024 Q4 through 2025 Q4.

What was the largest reported SLMBP position in Atlas Wealth LLC's portfolio?

The largest reported portfolio weight for SLMBP was 2.31% in 2025 Q3.

What is the latest reported SLMBP position on this page?

The most recent filing on this page is 2025 Q4, when Atlas Wealth LLC reported 99,722 shares, equal to 2.21% of portfolio, with an estimated market value of $7.3M.

What does the chart on this SLMBP ownership page compare?

The chart compares Atlas Wealth LLC's quarterly SLMBP 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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