Atlas Wealth LLC MS/PRA MORGAN STANLEY PFD A 1/1000

Ownership history in Atlas Wealth LLC  ·  13 quarters on record

AI Ownership Summary

Atlas Wealth LLC reported MORGAN STANLEY PFD A 1/1000 (MS/PRA) in 13 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 6.03% in 2023 Q4. The latest visible filing shows MS/PRA at 1.44% 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 MS/PRA 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 MORGAN STANLEY PFD A 1/1000, 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

MS/PRA was reported at 1.44% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
6.03% 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 MS/PRA — 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 130,764 -40,208 -23.5% 1.44% $4.8M 2026-05-06
2025 Q4 REDUCED 170,972 -19,553 -10.3% 1.00% $3.3M 2026-02-05
2025 Q3 REDUCED 190,525 -2,743 -1.4% 1.32% $4.1M 2025-11-12
2025 Q2 REDUCED 193,268 -3,757 -1.9% 1.52% $4.2M 2025-08-05
2025 Q1 REDUCED 197,025 -85,102 -30.2% 1.75% $4.5M 2025-05-08
2024 Q4 REDUCED 282,127 -71,787 -20.3% 2.54% $6.7M 2025-02-11
2024 Q3 REDUCED 353,914 -36,729 -9.4% 3.49% $8.1M 2024-11-14
2024 Q2 REDUCED 390,643 -48,186 -11.0% 1.39% $8.9M 2024-07-31
2024 Q1 REDUCED 438,829 -72,987 -14.3% 4.86% $10.0M 2024-05-10
2023 Q4 UNCHANGED 511,816 0% 6.03% $11.1M 2024-02-08
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Atlas Wealth LLC and MS/PRA

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 MS/PRA?

Atlas Wealth LLC reported MS/PRA across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported MS/PRA position in Atlas Wealth LLC's portfolio?

The largest reported portfolio weight for MS/PRA was 6.03% in 2023 Q4.

What is the latest reported MS/PRA position on this page?

The most recent filing on this page is 2026 Q1, when Atlas Wealth LLC reported 130,764 shares, equal to 1.44% of portfolio, with an estimated market value of $4.8M.

What does the chart on this MS/PRA ownership page compare?

The chart compares Atlas Wealth LLC's quarterly MS/PRA 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.

← Back to Atlas Wealth LLC Holdings