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ATLAS CAPITAL ADVISORS INC.: FDIS position timeline

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

ATLAS CAPITAL ADVISORS INC. held 47,739 FDIS 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 47,739 shares
    Change vs previous 13F +468 shares

    0.54% of the 13F portfolio, value $4,909,478.

    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 47,271 shares
    Change vs previous 13F -9,368 shares

    0.5% of the 13F portfolio, value $4,408,493.

    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 56,639 shares
    Change vs previous 13F +1,293 shares

    0.64% of the 13F portfolio, value $5,786,240.

    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 55,346 shares
    Change vs previous 13F -7,694 shares

    0.64% of the 13F portfolio, value $5,206,398.

    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 63,040 shares
    Change vs previous 13F -12,240 shares

    0.67% of the 13F portfolio, value $5,327,510.

    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 75,280 shares
    Change vs previous 13F +21,694 shares

    0.93% of the 13F portfolio, value $7,336,788.

    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 53,586 shares
    Change vs previous 13F not available

    0.72% of the 13F portfolio, value $4,739,145.

    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).