Atlas Wealth LLC BML/PRG β€” BANK OF AMERICA CORPORATION PFD1/1200 SR1

Ownership history in Atlas Wealth LLC  Β·  14 quarters on record

AI Ownership Summary

Atlas Wealth LLC reported BANK OF AMERICA CORPORATION PFD1/1200 SR1 (BML/PRG) in 14 quarterly 13F filings from 2024 Q2 through 2026 Q2. Peak portfolio weight reached 2.46% in 2024 Q3. The latest visible filing shows BML/PRG at 0.52% 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 BML/PRG 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 BANK OF AMERICA CORPORATION PFD1/1200 SR1, 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
2026 Q2

BML/PRG was reported at 0.52% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.46% in 2024 Q3

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

Time in book
Holding Window
2024 Q2 to 2026 Q2

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 BML/PRG β€” position size vs. price
% of Fund (quarterly)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED β€” β€” β€” 193,569 +82,910 +74.9% 0.52% $3.6M 2026-07-28 β€”
2026 Q1 REDUCED β€” β€” β€” 110,659 -55,053 -33.2% 1.34% $4.5M 2026-05-13 β€”
2025 Q4 REDUCED β€” β€” β€” 165,712 -20,270 -10.9% 0.93% $3.1M 2026-02-05 β€”
2025 Q3 REDUCED β€” β€” β€” 185,982 -1,551 -0.8% 1.23% $3.8M 2025-11-12 β€”
2025 Q2 ADDED β€” β€” β€” 187,533 +1,749 +0.9% 1.42% $3.9M 2025-08-05 β€”
2025 Q1 REDUCED β€” β€” β€” 185,784 -8,024 -4.1% 1.60% $4.1M 2025-05-08 β€”
2024 Q4 REDUCED β€” β€” β€” 193,808 -56,811 -22.7% 1.63% $4.3M 2025-02-11 β€”
2024 Q3 REDUCED β€” β€” β€” 250,619 -8,014 -3.1% 2.46% $5.7M 2024-11-14 β€”
2024 Q2 REDUCED β€” β€” β€” 258,633 -11,570 -4.3% 0.91% $5.9M 2024-07-31 β€”
5 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Atlas Wealth LLC and BML/PRG

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 BML/PRG?

Atlas Wealth LLC reported BML/PRG across 9 quarterly 13F filings, from 2024 Q2 through 2026 Q2.

What was the largest reported BML/PRG position in Atlas Wealth LLC's portfolio?

The largest reported portfolio weight for BML/PRG was 2.46% in 2024 Q3.

What is the latest reported BML/PRG position on this page?

The most recent filing on this page is 2026 Q2, when Atlas Wealth LLC reported 193,569 shares, equal to 0.52% of portfolio, with an estimated market value of $3.6M.

What does the chart on this BML/PRG ownership page compare?

The chart compares Atlas Wealth LLC's quarterly BML/PRG 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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