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ATLAS CAPITAL ADVISORS INC.: DFIV position timeline

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

ATLAS CAPITAL ADVISORS INC. held 81,537 DFIV 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 81,537 shares
    Change vs previous 13F +64,713 shares

    0.48% of the 13F portfolio, value $4,404,648.

    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 16,824 shares
    Change vs previous 13F +214 shares

    0.1% of the 13F portfolio, value $887,993.

    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 16,610 shares
    Change vs previous 13F -14,889 shares

    0.09% of the 13F portfolio, value $828,851.

    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 31,499 shares
    Change vs previous 13F -1,202 shares

    0.16% of the 13F portfolio, value $1,349,136.

    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 32,701 shares
    Change vs previous 13F +1,916 shares

    0.16% of the 13F portfolio, value $1,287,139.

    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 30,785 shares
    Change vs previous 13F -17,413 shares

    0.14% of the 13F portfolio, value $1,092,275.

    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 48,198 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $1,835,381.

    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).