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ATLAS CAPITAL ADVISORS INC.: SCHB position timeline

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

ATLAS CAPITAL ADVISORS INC. held 147,900 SCHB 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 147,900 shares
    Change vs previous 13F +2,082 shares

    0.47% of the 13F portfolio, value $4,283,202.

    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 145,818 shares
    Change vs previous 13F -515 shares

    0.42% of the 13F portfolio, value $3,660,041.

    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 146,333 shares
    Change vs previous 13F +2,907 shares

    0.43% of the 13F portfolio, value $3,838,314.

    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 143,426 shares
    Change vs previous 13F -22,762 shares

    0.42% of the 13F portfolio, value $3,417,844.

    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 166,188 shares
    Change vs previous 13F -4,071 shares

    0.45% of the 13F portfolio, value $3,578,042.

    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 170,259 shares
    Change vs previous 13F +114,245 shares

    0.49% of the 13F portfolio, value $3,864,884.

    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 56,014 shares
    Change vs previous 13F not available

    0.57% of the 13F portfolio, value $3,726,088.

    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).