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ATLAS CAPITAL ADVISORS INC.: KLAC position timeline

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

ATLAS CAPITAL ADVISORS INC. held 20,980 KLAC 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 20,980 shares
    Change vs previous 13F +18,634 shares

    0.69% of the 13F portfolio, value $6,329,875.

    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 2,346 shares
    Change vs previous 13F -686 shares

    0.39% of the 13F portfolio, value $3,454,273.

    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 3,032 shares
    Change vs previous 13F -573 shares

    0.41% of the 13F portfolio, value $3,684,122.

    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 3,605 shares
    Change vs previous 13F -285 shares

    0.39% of the 13F portfolio, value $3,229,142.

    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 3,890 shares
    Change vs previous 13F 0 shares

    0.33% of the 13F portfolio, value $2,644,422.

    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 3,890 shares
    Change vs previous 13F -20 shares

    0.31% of the 13F portfolio, value $2,451,166.

    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 3,910 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $3,027,943.

    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).