Skip to content
Disclosery

ATLAS CAPITAL ADVISORS INC.: IVOO position timeline

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

ATLAS CAPITAL ADVISORS INC. held 972 IVOO 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 972 shares
    Change vs previous 13F -5 shares

    0.01% of the 13F portfolio, value $126,748.

    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 977 shares
    Change vs previous 13F +10 shares

    0.01% of the 13F portfolio, value $111,690.

    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 967 shares
    Change vs previous 13F +167 shares

    0.01% of the 13F portfolio, value $108,110.

    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 800 shares
    Change vs previous 13F -265 shares

    0.01% of the 13F portfolio, value $83,984.

    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 1,065 shares
    Change vs previous 13F +33 shares

    0.01% of the 13F portfolio, value $105,115.

    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 1,032 shares
    Change vs previous 13F -34 shares

    0.01% of the 13F portfolio, value $108,876.

    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 1,066 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $112,601.

    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).