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

Ownership history in Atlas Wealth LLC  ·  13 quarters on record

AI Ownership Summary

Atlas Wealth LLC reported BANK OF AMERICA CORPORATION PFD1/1200 SR1 (BML/PRG) in 13 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 3.25% in 2023 Q4. The latest visible filing shows BML/PRG at 1.34% 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 Q1

BML/PRG was reported at 1.34% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.25% in 2023 Q4

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

Time in book
Holding Window
2023 Q4 to 2026 Q1

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 — position size vs. price
% of Fund (quarterly)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 110,659 -55,053 -33.2% 1.34% $4.5M 2026-05-06
2025 Q4 REDUCED 165,712 -20,270 -10.9% 0.93% $3.1M 2026-02-05
2025 Q3 REDUCED 185,982 -1,551 -0.8% 1.23% $3.8M 2025-11-12
2025 Q2 ADDED 187,533 +1,749 +0.9% 1.42% $3.9M 2025-08-05
2025 Q1 REDUCED 185,784 -8,024 -4.1% 1.60% $4.1M 2025-05-08
2024 Q4 REDUCED 193,808 -56,811 -22.7% 1.63% $4.3M 2025-02-11
2024 Q3 REDUCED 250,619 -8,014 -3.1% 2.46% $5.7M 2024-11-14
2024 Q2 REDUCED 258,633 -11,570 -4.3% 0.91% $5.9M 2024-07-31
2024 Q1 REDUCED 270,203 -14,372 -5.1% 2.91% $6.0M 2024-05-10
2023 Q4 UNCHANGED 284,575 0% 3.25% $6.0M 2024-02-08
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding BML/PRG

As of 2026 Q1 — sorted by position size

WESBANCO BANK INC 3Y 7Y 0.01%

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 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

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

The largest reported portfolio weight for BML/PRG was 3.25% in 2023 Q4.

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

The most recent filing on this page is 2026 Q1, when Atlas Wealth LLC reported 110,659 shares, equal to 1.34% of portfolio, with an estimated market value of $4.5M.

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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