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ATLAS CAPITAL ADVISORS INC.: ACWI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ATLAS CAPITAL ADVISORS INC. on ACWI, newest first. How the timeline and the estimate are built.

ATLAS CAPITAL ADVISORS INC. held 12,285 ACWI shares at 2025-06-30 per its 13F-HR filed 2025-08-12.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 12,285 shares
    Change vs previous 13F +45 shares

    0.19% of the 13F portfolio, value $1,579,864.

    13F-HR 0001434165-25-000009 filed by ATLAS CAPITAL ADVISORS INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2025-03-31
    13F 12,240 shares
    Change vs previous 13F +600 shares

    0.18% of the 13F portfolio, value $1,424,666.

    13F-HR 0001434165-25-000007 filed by ATLAS CAPITAL ADVISORS INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2024-12-31
    13F 11,640 shares
    Change vs previous 13F -639 shares

    0.17% of the 13F portfolio, value $1,367,753.

    13F-HR 0001434165-25-000004 filed by ATLAS CAPITAL ADVISORS INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2024-09-30
    13F 12,279 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $1,468,037.

    13F-HR 0001434165-24-000007 filed by ATLAS CAPITAL ADVISORS INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).