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ATLAS CAPITAL ADVISORS INC.: IVLU position timeline

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

ATLAS CAPITAL ADVISORS INC. held 268,797 IVLU 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 268,797 shares
    Change vs previous 13F -1,590 shares

    1.23% of the 13F portfolio, value $11,241,093.

    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 270,387 shares
    Change vs previous 13F -3,272 shares

    1.23% of the 13F portfolio, value $10,728,958.

    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 273,659 shares
    Change vs previous 13F -16,392 shares

    1.16% of the 13F portfolio, value $10,412,760.

    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 290,051 shares
    Change vs previous 13F -7,561 shares

    1.17% of the 13F portfolio, value $9,539,804.

    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 297,612 shares
    Change vs previous 13F -16,381 shares

    1.13% of the 13F portfolio, value $9,020,627.

    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 313,993 shares
    Change vs previous 13F -10,117 shares

    1.08% of the 13F portfolio, value $8,512,356.

    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 324,110 shares
    Change vs previous 13F not available

    1.46% of the 13F portfolio, value $9,570,992.

    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).