ATLAS CAPITAL ADVISORS INC.: IVZ position timeline

ATLAS CAPITAL ADVISORS INC. held 7,562 IVZ 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 7,562 shares

   Change vs previous 13F +2,947 shares

   0.02% of the 13F portfolio, value $199,561.

   13F-HR/A 0001434165-26-000005 filed by ATLAS CAPITAL ADVISORS INC.
   Filed 2026-08-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 4,615 shares

   Change vs previous 13F +2,860 shares

   0.01% of the 13F portfolio, value $112,098.

   13F-HR 0001434165-26-000003 filed by ATLAS CAPITAL ADVISORS INC.
   Filed 2026-05-11 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 1,755 shares

   Change vs previous 13F +1,755 shares

   0.01% of the 13F portfolio, value $46,103.

   13F-HR 0001434165-26-000002 filed by ATLAS CAPITAL ADVISORS INC.
   Filed 2026-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-06-30

   13F 0 shares

   Change vs previous 13F -7,938 shares

   13F-HR 0001434165-25-000009 filed by ATLAS CAPITAL ADVISORS INC.
   Filed 2025-08-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

   Exited: the 13F for this period no longer lists the position.

5. period ended2025-03-31

   13F 7,938 shares

   Change vs previous 13F not available

   0.02% of the 13F portfolio, value $120,419.

   13F-HR 0001434165-25-000007 filed by ATLAS CAPITAL ADVISORS INC.
   Filed 2025-05-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).