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ATLAS CAPITAL ADVISORS INC.: MTUM position timeline

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

ATLAS CAPITAL ADVISORS INC. held 25,147 MTUM 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 25,147 shares
    Change vs previous 13F -569 shares

    0.94% of the 13F portfolio, value $8,621,388.

    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 25,716 shares
    Change vs previous 13F 0 shares

    0.71% of the 13F portfolio, value $6,171,752.

    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 25,716 shares
    Change vs previous 13F -3,927 shares

    0.72% of the 13F portfolio, value $6,437,149.

    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 29,643 shares
    Change vs previous 13F -611 shares

    0.87% of the 13F portfolio, value $7,123,946.

    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 30,254 shares
    Change vs previous 13F -113 shares

    0.76% of the 13F portfolio, value $6,115,292.

    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 30,367 shares
    Change vs previous 13F -4,569 shares

    0.8% of the 13F portfolio, value $6,283,716.

    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 34,936 shares
    Change vs previous 13F not available

    1.08% of the 13F portfolio, value $7,083,679.

    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).