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ATLAS CAPITAL ADVISORS INC.: IWD position timeline

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

ATLAS CAPITAL ADVISORS INC. held 5,491 IWD shares at 2025-06-30 per its 13F-HR filed 2025-08-12.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 5,491 shares
    Change vs previous 13F +764 shares

    0.13% of the 13F portfolio, value $1,066,516.

    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).

  2. period ended2025-03-31
    13F 4,727 shares
    Change vs previous 13F +450 shares

    0.11% of the 13F portfolio, value $889,432.

    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).

  3. period ended2024-12-31
    13F 4,277 shares
    Change vs previous 13F +468 shares

    0.1% of the 13F portfolio, value $791,801.

    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).

  4. period ended2024-09-30
    13F 3,809 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $722,948.

    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).