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Disclosery

ATLAS CAPITAL ADVISORS INC.: CHTR position timeline

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

ATLAS CAPITAL ADVISORS INC. held 1,048 CHTR shares at 2026-06-30 per its 13F-HR/A filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 1,048 shares
    Change vs previous 13F +328 shares

    0.02% of the 13F portfolio, value $149,036.

    13F-HR/A 0001434165-26-000005 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 ended2026-03-31
    13F 720 shares
    Change vs previous 13F +19 shares

    0.02% of the 13F portfolio, value $155,433.

    13F-HR 0001434165-26-000003 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 ended2025-12-31
    13F 701 shares
    Change vs previous 13F -1,546 shares

    0.02% of the 13F portfolio, value $146,333.

    13F-HR 0001434165-26-000002 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 ended2025-06-30
    13F 2,247 shares
    Change vs previous 13F +109 shares

    0.11% of the 13F portfolio, value $918,596.

    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).

  5. period ended2025-03-31
    13F 2,138 shares
    Change vs previous 13F +695 shares

    0.1% of the 13F portfolio, value $787,917.

    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).

  6. period ended2024-12-31
    13F 1,443 shares
    Change vs previous 13F +1,373 shares

    0.06% of the 13F portfolio, value $494,617.

    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).

  7. period ended2024-09-30
    13F 70 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $22,685.

    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).