Skip to main content

Atlas Wealth LLC

Position in DFNL — Davis Select Financial ETF

CIK 1964106 CINCINNATI, OH

Position in DFNL

as of Mar 31, 2026 · filed May 13, 2026
Position Value
$755,419
-$58,796 QoQ
Shares Held
16,847
0.0% QoQ
Ownership
of shares outstanding
% of Portfolio
0.65%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Dec 2022
14 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in DFNL Over Time

Shares Held

Position Value (USD)

All Filings in DFNL

Export CSV
14 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $755,419 16,847
2025-12-31 $814,215 16,847
2025-09-30 $809,347 17,898
2025-06-30 $768,540 17,898
2025-03-31 $805,711 20,512
2024-12-31 $781,302 20,512
2024-09-30 $758,697 20,512
2024-06-30 $681,203 20,512
2024-03-31 $683,439 20,512
2023-12-31 $863,515 28,529
2023-09-30 $763,521 28,529
2023-06-30 $773,592 28,529
2023-03-31 $1,035,717 39,889
2022-12-31 $1,098,487 40,584