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ATLAS CAPITAL ADVISORS INC.: MSADY position timeline

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

ATLAS CAPITAL ADVISORS INC. held 11,284 MSADY 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 11,284 shares
    Change vs previous 13F +3,600 shares

    0.03% of the 13F portfolio, value $293,835.

    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 7,684 shares
    Change vs previous 13F -5,410 shares

    0.02% of the 13F portfolio, value $199,015.

    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 13,094 shares
    Change vs previous 13F -5,179 shares

    0.03% of the 13F portfolio, value $306,792.

    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 18,273 shares
    Change vs previous 13F -2,070 shares

    0.05% of the 13F portfolio, value $408,036.

    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 20,343 shares
    Change vs previous 13F -279 shares

    0.06% of the 13F portfolio, value $440,832.

    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 20,622 shares
    Change vs previous 13F -338 shares

    0.06% of the 13F portfolio, value $448,940.

    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 20,960 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $483,756.

    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).