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ATLAS CAPITAL ADVISORS INC.: CVS position timeline

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

ATLAS CAPITAL ADVISORS INC. held 33,386 CVS 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 33,386 shares
    Change vs previous 13F -2,433 shares

    0.38% of the 13F portfolio, value $3,453,781.

    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 35,819 shares
    Change vs previous 13F -1,412 shares

    0.29% of the 13F portfolio, value $2,572,520.

    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 37,231 shares
    Change vs previous 13F +17,057 shares

    0.33% of the 13F portfolio, value $2,954,652.

    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 20,174 shares
    Change vs previous 13F +3,276 shares

    0.17% of the 13F portfolio, value $1,391,602.

    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 16,898 shares
    Change vs previous 13F +15,817 shares

    0.14% of the 13F portfolio, value $1,144,839.

    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 1,081 shares
    Change vs previous 13F -600 shares

    0.01% of the 13F portfolio, value $48,526.

    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 1,681 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $105,701.

    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).