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Disclosery

ATLAS CAPITAL ADVISORS INC.: IX position timeline

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

ATLAS CAPITAL ADVISORS INC. held 10,153 IX 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 10,153 shares
    Change vs previous 13F +926 shares

    0.04% of the 13F portfolio, value $386,220.

    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 9,227 shares
    Change vs previous 13F +8,259 shares

    0.03% of the 13F portfolio, value $276,717.

    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 968 shares
    Change vs previous 13F +478 shares

    <0.01% of the 13F portfolio, value $28,284.

    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 490 shares
    Change vs previous 13F -2,340 shares

    <0.01% of the 13F portfolio, value $11,034.

    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 2,830 shares
    Change vs previous 13F +2,293 shares

    0.01% of the 13F portfolio, value $59,118.

    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 537 shares
    Change vs previous 13F -80 shares

    0.01% of the 13F portfolio, value $57,045.

    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 617 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $71,602.

    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).