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Wellington Group discloses 3.46% Atlanticus (ATLC) position held for advisory clients

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Form Type
SCHEDULE 13G/A

Rhea-AI Filing Summary

Wellington Management Group LLP and related entities report beneficial ownership of Atlanticus Holdings Corporation common stock below the 5 percent threshold. The group, through its investment adviser subsidiaries, reports beneficial ownership of 522,642 shares, representing 3.46% of the outstanding common stock.

Wellington entities report no sole voting or dispositive power, with 395,738 shares subject to shared voting power and 522,642 shares subject to shared dispositive power. The shares are owned of record by advisory clients of the Wellington investment advisers, which have the right to receive dividends and sale proceeds. No single client is known to hold more than five percent of this class.

Positive

  • None.

Negative

  • None.
Shares beneficially owned 522,642 shares Beneficial ownership of Atlanticus common stock reported by Wellington entities
Percent of class 3.46% Portion of Atlanticus common stock beneficially owned by Wellington entities
Shared voting power 395,738 shares Shares over which Wellington entities share voting power
Shared dispositive power 522,642 shares Shares over which Wellington entities share dispositive power
Sole voting power 0 shares Shares over which Wellington entities have sole voting authority
Sole dispositive power 0 shares Shares over which Wellington entities have sole dispositive authority
beneficially owned financial
"Item 4. | Ownership (a) | Amount beneficially owned: See the responses to Item 9"
Beneficially owned describes securities or assets where a person has the economic rights and control—such as the right to receive dividends and to direct voting—even if legal title is held in another name. Think of it like having the keys and using a car that’s registered to someone else: you get the benefits and make decisions. Investors care because beneficial ownership reveals who truly controls value and voting power, affecting corporate decisions and takeover dynamics.
shared voting power financial
"6 | Shared Voting Power 395,738.00"
Shared voting power occurs when two or more parties jointly have the right to vote or decide how a block of company shares is cast, like co-owners who must agree before moving a piece of furniture. Investors care because who controls voting rights affects board elections, major corporate decisions and takeover outcomes, and shared control can alter regulatory disclosures and the practical influence any holder has over a company’s direction and value.
shared dispositive power financial
"8 | Shared Dispositive Power 522,642.00"
parent holding company financial
"The securities as to which this Schedule is filed by Wellington Management Group LLP, as parent holding company"
investment advisers financial
"The securities ... are owned of record by clients of the Wellington Investment Advisers"

FAQ

What percentage of Atlanticus Holdings (ATLC) shares does Wellington report owning?

Wellington and related entities report beneficial ownership of 3.46% of Atlanticus common stock. This ownership is held through advisory clients of Wellington investment advisers rather than directly by the Wellington entities.

How many Atlanticus (ATLC) shares are beneficially owned by Wellington?

Wellington reports beneficial ownership of 522,642 shares of Atlanticus common stock. These shares are held in client accounts managed by Wellington investment advisers, with Wellington reporting shared dispositive power over the same number of shares.

What voting power does Wellington have over its Atlanticus (ATLC) holdings?

Wellington reports 0 shares with sole voting power and 395,738 shares with shared voting power. Voting authority is exercised on a shared basis through Wellington’s investment adviser structure rather than by any single entity alone.

Does any Wellington client hold over 5% of Atlanticus (ATLC) stock?

No. The filing states that no client is known to have rights over more than five percent of Atlanticus’s common stock. Beneficial ownership is spread across multiple advisory clients of the Wellington investment advisers.

Why is this a Schedule 13G/A filing for Atlanticus (ATLC)?

This is an amended Schedule 13G (Amendment No. 1) filed by Wellington entities to update their beneficial ownership in Atlanticus. It reflects current holdings and confirms ownership remains at or below the 5 percent level.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Learn about SEC filing dates





04914Y102

(CUSIP Number)
06/30/2026

(Date of Event Which Requires Filing of this Statement)


Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
Rule 13d-1(b)
Rule 13d-1(c)
Rule 13d-1(d)




schemaVersion:


SCHEDULE 13G





SCHEDULE 13G





SCHEDULE 13G





SCHEDULE 13G



Wellington Management Group LLP
Signature:Matthew Revell
Name/Title:Compliance Manager
Date:08/14/2026
Wellington Group Holdings LLP
Signature:Matthew Revell
Name/Title:Compliance Manager
Date:08/14/2026
Wellington Investment Advisors Holdings LLP
Signature:Matthew Revell
Name/Title:Compliance Manager
Date:08/14/2026