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Disclosery

ATLAS CAPITAL ADVISORS INC.: GEN position timeline

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

ATLAS CAPITAL ADVISORS INC. held 9,144 GEN 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 9,144 shares
    Change vs previous 13F +4,822 shares

    0.02% of the 13F portfolio, value $227,594.

    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 4,322 shares
    Change vs previous 13F -14,966 shares

    0.01% of the 13F portfolio, value $81,383.

    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 19,288 shares
    Change vs previous 13F -16,583 shares

    0.06% of the 13F portfolio, value $524,440.

    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 35,871 shares
    Change vs previous 13F +1,059 shares

    0.13% of the 13F portfolio, value $1,054,607.

    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 34,812 shares
    Change vs previous 13F +722 shares

    0.12% of the 13F portfolio, value $923,910.

    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 34,090 shares
    Change vs previous 13F +8,576 shares

    0.12% of the 13F portfolio, value $933,384.

    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 25,514 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $699,849.

    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).