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ATLAS CAPITAL ADVISORS INC.: HPE position timeline

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

ATLAS CAPITAL ADVISORS INC. held 61,582 HPE 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 61,582 shares
    Change vs previous 13F +17,335 shares

    0.3% of the 13F portfolio, value $2,777,964.

    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 44,247 shares
    Change vs previous 13F -11,809 shares

    0.12% of the 13F portfolio, value $1,053,521.

    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 56,056 shares
    Change vs previous 13F +31,679 shares

    0.15% of the 13F portfolio, value $1,346,465.

    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 24,377 shares
    Change vs previous 13F -11,253 shares

    0.06% of the 13F portfolio, value $498,509.

    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 35,630 shares
    Change vs previous 13F -29,395 shares

    0.07% of the 13F portfolio, value $549,770.

    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 65,025 shares
    Change vs previous 13F -54 shares

    0.18% of the 13F portfolio, value $1,388,283.

    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 65,079 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $1,331,516.

    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).