Wellington affiliates report 5.06% stake in Atlanticus Holdings (ATLC)
Filing Impact
Filing Sentiment
Form Type
SCHEDULE 13G
Rhea-AI Filing Summary
Atlanticus Holdings Corporation disclosed that Wellington Management affiliates reported beneficial ownership of 5.06% of Atlanticus common stock as of 03/31/2026 on a Schedule 13G. The filing lists shared voting power of 594,181 shares and shared dispositive power of 754,958 shares across Wellington entities.
Positive
- None.
Negative
- None.
Key Figures
Filing type: Schedule 13G
Beneficial ownership: 5.06%
Shared voting power: 594,181 shares
+3 more
6 metrics
Filing type
Schedule 13G
ownership disclosure
Beneficial ownership
5.06%
as of 03/31/2026
Shared voting power
594,181 shares
reported on Schedule 13G
Shared dispositive power
754,958 shares
reported on Schedule 13G
CUSIP
04914Y102
Atlanticus common stock identifier
Cover date
03/31/2026
reporting date for ownership figures
Key Terms
Schedule 13G, beneficially owned, shared dispositive power, shared voting power
4 terms
Schedule 13G regulatory
"filed on a Schedule 13G stating beneficial ownership of 5.06%"
A Schedule 13G is a formal document that investors file with the government when they acquire a large ownership stake in a company, usually for investment purposes rather than control. It helps keep the public informed about who owns significant parts of a company's shares, which can influence how the company is managed and how investors make decisions. Filing this schedule is important for transparency and understanding the ownership landscape of publicly traded companies.
beneficially owned financial
"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.
FAQ
What stake does Wellington Management report in Atlanticus (ATLC)?
Wellington Management reports beneficial ownership of 5.06% of Atlanticus common stock as of 03/31/2026. The position is held by Wellington affiliates and reported on a Schedule 13G, indicating passive investor status under the filing.
Which Wellington entities are named in the Schedule 13G filing for ATLC?
The filing names Wellington Management Group LLP, Wellington Group Holdings LLP, and Wellington Investment Advisors Holdings LLP and lists several Wellington investment adviser entities as record owners through client accounts.
What does filing a Schedule 13G mean for Wellington’s intent in ATLC?
Filing a Schedule 13G typically indicates a passive investment position rather than an active acquisition intent. The filing lists beneficial ownership and power allocations but does not state plans to influence management.