ATLAS ENERGY SOLUTIONS INC · CUSIP 642045108 · CIK 1802244
As of 2026-06-30, Indie Asset Partners, LLC reported 33.73K AESI (shares), valued at $560.32K, or 0.54% of its reported non-derivative portfolio. Filed 2026-08-07.
Verify history & sources →Shares decreased 7.92%; reported value increased 16.58%, and weight changed -0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 0.54% | 33,734 | SEC filing ↗Filed Aug 7, 2026Combination report |
| Q1 2026 | 0.55% | 36,634 | SEC filing ↗Filed May 8, 2026Combination report |
| Q4 2025 | 0.45% | 42,830 | SEC filing ↗Filed Feb 3, 2026Combination report |
| Q3 2025 | 0.66% | 43,580 | SEC filing ↗Filed Nov 6, 2025Combination report |
| Q2 2025 | 1.05% | 43,230 | SEC filing ↗Filed Aug 12, 2025Combination report |
| Q1 2025 | 1.17% | 75,786 | SEC filing ↗Filed May 7, 2025Combination report |
| Q4 2024 | 1.44% | 82,786 | SEC filing ↗Filed Feb 3, 2025Combination report |
| Q3 2024 | 1.42% | 86,940 | SEC filing ↗Filed Oct 29, 2024 |
| Q2 2024 | 1.45% | 91,336 | SEC filing ↗Filed Aug 5, 2024 |
| Q1 2024 | 1.95% | 97,086 | SEC filing ↗Filed May 10, 2024 |
| Q4 2023 | 6.60% | 424,626 | SEC filing ↗Filed Jan 26, 2024 |
| Q3 2023 | Not reported | Not reported | — |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
| Q4 2023 | 6.60% | 424,626 | $7.31M | A comparable prior-quarter record is unavailable; changes are not inferred. | SEC filing ↗ Filed Jan 26, 2024 |
| Q1 2024 | 1.95% | 97,086 | $2.20M | Shares decreased 77.14%; reported value decreased 69.97%, and weight changed -4.65 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 10, 2024 |
| Q2 2024 | 1.45% | 91,336 | $1.82M | Shares decreased 5.92%; reported value decreased 17.11%, and weight changed -0.50 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 5, 2024 |
| Q3 2024 | 1.42% | 86,940 | $1.90M | Shares decreased 4.81%; reported value increased 4.12%, and weight changed -0.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 29, 2024 |
| Q4 2024 | 1.44% | 82,786 | $1.84M | Shares decreased 4.78%; reported value decreased 3.12%, and weight changed +0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 3, 2025 |
| Q1 2025 | 1.17% | 75,786 | $1.35M | Shares decreased 8.46%; reported value decreased 26.37%, and weight changed -0.27 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 7, 2025 |
| Q2 2025 | 1.05% | 43,230 | $577.99K | Shares decreased 42.96%; reported value decreased 57.25%, and weight changed -0.12 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 12, 2025 |
| Q3 2025 | 0.66% | 43,580 | $495.50K | Shares increased 0.81%; reported value decreased 14.27%, and weight changed -0.39 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 6, 2025 |
| Q4 2025 | 0.45% | 42,830 | $403.46K | Shares decreased 1.72%; reported value decreased 18.58%, and weight changed -0.21 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 3, 2026 |
| Q1 2026 | 0.55% | 36,634 | $480.64K | Shares decreased 14.47%; reported value increased 19.13%, and weight changed +0.10 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 8, 2026 |
| Q2 2026 | 0.54% | 33,734 | $560.32K | Shares decreased 7.92%; reported value increased 16.58%, and weight changed -0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 7, 2026 |
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.