ATLAS CAPITAL ADVISORS INC.: EIX position timeline

ATLAS CAPITAL ADVISORS INC. held 8,884 EIX 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 8,884 shares

   Change vs previous 13F -130 shares

   0.07% of the 13F portfolio, value $661,413.

   13F-HR/A 0001434165-26-000005 filed by ATLAS CAPITAL ADVISORS INC.
   Filed 2026-08-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 9,014 shares

   Change vs previous 13F +9,014 shares

   0.08% of the 13F portfolio, value $659,644.

   13F-HR 0001434165-26-000003 filed by ATLAS CAPITAL ADVISORS INC.
   Filed 2026-05-11 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-03-31

   13F 0 shares

   Change vs previous 13F -1,353 shares

   13F-HR 0001434165-25-000007 filed by ATLAS CAPITAL ADVISORS INC.
   Filed 2025-05-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

   Exited: the 13F for this period no longer lists the position.

4. period ended2024-12-31

   13F 1,353 shares

   Change vs previous 13F -870 shares

   0.01% of the 13F portfolio, value $108,023.

   13F-HR 0001434165-25-000004 filed by ATLAS CAPITAL ADVISORS INC.
   Filed 2025-02-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

5. period ended2024-09-30

   13F 2,223 shares

   Change vs previous 13F not available

   0.03% of the 13F portfolio, value $193,601.

   13F-HR 0001434165-24-000007 filed by ATLAS CAPITAL ADVISORS INC.
   Filed 2024-11-05 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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