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Atticus Wealth Management, LLC

SEC CIK
0001800234
Latest filing
Jul 15, 2026

DFS holding history

Discover Financial Services in every 13F filed by Atticus Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

DFS overviewAll 13F holders of DFSFull Q2 2026 holdings

Shares (Q2 2025)
0
Sold out in Q2 2025
Value
$0
% of portfolio
0.0%
Quarters held
6
Since Q1 2022
Holdings of DFS by Atticus Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20250$00.0%−259−100.0%Sold outHolders
Q1 2025259$44.2K<0.1%+1+0.4%AddedHolders
Q4 2024258$44.6K<0.1%+1+0.4%AddedHolders
Q3 2024257$36.0K<0.1%+257NewHolders
Q4 20220$00.0%−66−100.0%Sold outHolders
Q3 202266$6.00K<0.1%00.0%UnchangedHolders
Q2 202266$6.00K<0.1%00.0%UnchangedHolders
Q1 202266$7.00K<0.1%+66NewHolders