TCAF β€” T ROWE PRICE ETF INC CAPITAL APPRECIATION EQUITY

Ownership history in Atlas Wealth LLC  Β·  8 quarters on record

AI Ownership Summary

Atlas Wealth LLC reported T ROWE PRICE ETF INC CAPITAL APPRECIATION EQUITY (TCAF) in 8 quarterly 13F filings from 2024 Q1 through 2025 Q4. Peak portfolio weight reached 1.57% in 2025 Q4. The latest visible filing shows TCAF at 1.57% 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 TCAF 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 T ROWE PRICE ETF INC CAPITAL APPRECIATION EQUITY, 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

TCAF was reported at 1.57% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.57% in 2025 Q4

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

Time in book
Holding Window
2024 Q1 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 TCAF β€” position size vs. price
% of Fund (quarterly)    TCAF price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 8 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 134,938 +13,109 +10.8% 1.57% $5.2M 2026-02-14 (Est.) $37.07
2025 Q3 ADDED 121,829 +29,632 +32.1% 1.48% $4.6M 2025-11-12 $38.73
2025 Q2 ADDED 92,197 +50,516 +121.2% 1.19% $3.2M 2025-08-05 $36.19
2025 Q1 REDUCED 41,681 -923 -2.2% 0.52% $1.3M 2025-05-08 $32.30
2024 Q4 ADDED 42,604 +4,282 +11.2% 0.54% $1.4M 2025-02-11 $34.03
2024 Q3 ADDED 38,322 +23,273 +154.6% 0.55% $1.3M 2024-11-14 $33.64
2024 Q2 ADDED 15,049 +5,600 +59.3% 0.07% $476K 2024-07-31 $31.77
2024 Q1 INITIATED 9,449 β€” β€” 0.14% $286K 2024-05-10 $29.95

FAQ About Atlas Wealth LLC and TCAF

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 TCAF?

Atlas Wealth LLC reported TCAF across 8 quarterly 13F filings, from 2024 Q1 through 2025 Q4.

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

The largest reported portfolio weight for TCAF was 1.57% in 2025 Q4.

What is the latest reported TCAF position on this page?

The most recent filing on this page is 2025 Q4, when Atlas Wealth LLC reported 134,938 shares, equal to 1.57% of portfolio, with an estimated market value of $5.2M.

What does the chart on this TCAF ownership page compare?

The chart compares Atlas Wealth LLC's quarterly TCAF 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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