Atlas Private Wealth Management, LLC

Business address
3 Atrium Drive, Suite 265, Albany, NY, 12205
Top securities (13F)
SHY, JMST, BYLD, LMBS, AAPL, SPY, XMHQ, GOOGL, JPM, JMUB, IEFA, AGG, IVV, JNJ, FPE, FBND, UNH, TMO, IVW, and HD
State of incorporation
DE
Fiscal year end
December 31
Former names
Atlas Private Wealth Management (to 19 Jan 2024)
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Atlas Private Wealth Management, LLC has filed 19 SEC EDGAR filings since 11 Feb 2020

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing 15 Apr 2024 31 Mar 2024 028-19852
13F-HR Open Document Open Filing 19 Jan 2024 31 Dec 2023 028-19852
13F-HR Open Document Open Filing 23 Oct 2023 30 Sep 2023 028-19852
13F-HR Open Document Open Filing 13 Jul 2023 30 Jun 2023 028-19852
13F-HR Open Document Open Filing 26 Apr 2023 31 Mar 2023 028-19852
13F-HR Open Document Open Filing 18 Jan 2023 31 Dec 2022 028-19852
13F-HR Open Document Open Filing 26 Oct 2022 30 Sep 2022 028-19852
13F-HR Open Document Open Filing 19 Jul 2022 30 Jun 2022 028-19852
13F-HR Open Document Open Filing 25 Apr 2022 31 Mar 2022 028-19852
13F-HR Open Document Open Filing 07 Feb 2022 31 Dec 2021 028-19852
13F-HR Open Document Open Filing 25 Oct 2021 30 Sep 2021 028-19852
13F-HR Open Document Open Filing 05 Aug 2021 30 Jun 2021 028-19852
13F-HR/A Open Document Open Filing 06 May 2021 31 Mar 2021 028-19852
13F-HR Open Document Open Filing 26 Apr 2021 31 Mar 2021 028-19852
13F-HR Open Document Open Filing 27 Jan 2021 31 Dec 2020 028-19852
13F-HR Open Document Open Filing 05 Nov 2020 30 Sep 2020 028-19852
13F-HR Open Document Open Filing 04 Aug 2020 30 Jun 2020 028-19852
13F-HR Open Document Open Filing 12 May 2020 31 Mar 2020 028-19852
13F-HR Open Document Open Filing 11 Feb 2020 31 Dec 2019 028-19852