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ATLAS CAPITAL ADVISORS INC.: EFV position timeline

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

ATLAS CAPITAL ADVISORS INC. held 99,983 EFV 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 99,983 shares
    Change vs previous 13F -2,287 shares

    0.84% of the 13F portfolio, value $7,653,698.

    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 102,270 shares
    Change vs previous 13F +1,470 shares

    0.87% of the 13F portfolio, value $7,603,774.

    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 100,800 shares
    Change vs previous 13F -1,480 shares

    0.8% of the 13F portfolio, value $7,198,127.

    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 102,280 shares
    Change vs previous 13F -543 shares

    0.79% of the 13F portfolio, value $6,492,734.

    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 102,823 shares
    Change vs previous 13F -392 shares

    0.76% of the 13F portfolio, value $6,060,387.

    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 103,215 shares
    Change vs previous 13F -7,196 shares

    0.69% of the 13F portfolio, value $5,415,691.

    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 110,411 shares
    Change vs previous 13F not available

    0.97% of the 13F portfolio, value $6,351,944.

    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).