Current Market Value 2,645,525,406
Current Holdings 1110
Most Recent File Date 2025-08-14
Total Filings on Record 10
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Atomi Financial Group, Inc. . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-08-14 2025-06-30 13F-HR 1110 2,645,525
2025-05-14 2025-03-31 13F-HR 1038 2,194,411
2025-01-17 2024-12-31 13F-HR 970 1,979,627
2024-10-08 2024-09-30 13F-HR 908 1,600,332
2024-07-26 2024-06-30 13F-HR 792 1,351,054
2024-05-07 2024-03-31 13F-HR 729 1,084,030
2024-02-08 2023-12-31 13F-HR 601 722,829
2023-11-09 2023-09-30 13F-HR 348 299,497
2023-08-03 2023-06-30 13F-HR 275 219,246
2023-06-07 2023-03-31 13F-HR 224 178,999