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ATLAS CAPITAL ADVISORS INC.: IUSV position timeline

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

ATLAS CAPITAL ADVISORS INC. held 29,547 IUSV 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 29,547 shares
    Change vs previous 13F 0 shares

    0.36% of the 13F portfolio, value $3,254,602.

    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 29,547 shares
    Change vs previous 13F +630 shares

    0.35% of the 13F portfolio, value $3,021,180.

    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 28,917 shares
    Change vs previous 13F -1,259 shares

    0.33% of the 13F portfolio, value $2,965,149.

    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 30,176 shares
    Change vs previous 13F -6,792 shares

    0.35% of the 13F portfolio, value $2,855,554.

    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 36,968 shares
    Change vs previous 13F +9,288 shares

    0.43% of the 13F portfolio, value $3,411,776.

    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 27,680 shares
    Change vs previous 13F -800 shares

    0.33% of the 13F portfolio, value $2,562,891.

    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 28,480 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $2,719,555.

    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).