SEC 13F Intelligence

Atlas Wealth Partners, LLC / HE

Atlas Wealth Partners, LLC’s Hawaiian Elec Inds Inc Mtn B Position

Does Atlas Wealth Partners, LLC own Hawaiian Elec Inds Inc Mtn B (HE)? Yes — 115.0K shares worth $2M (+1.75% of its 13F portfolio) as of Q1 2026, up from 99.6K shares the prior filed quarter.

Position Value
$2M
Q1 2026
Shares
115.0K
% of Portfolio
+1.75%
Quarters Held
4
currently held

Position History HE

Reported value by quarter
Q2 ’25: $190,000Q2 ’25Q3 ’25: $917,170Q3 ’25Q4 ’25: $1MQ4 ’25Q1 ’26: $2MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026115.0K$2M+1.75%
Q4 202599.6K$1M+1.35%
Q3 202583.1K$917,170+0.94%
Q2 202517.9K$190,000+0.22%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Atlas Wealth Partners, LLC’s full portfolio or all institutional holders of HE.