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ATLAS CAPITAL ADVISORS INC.: SCHH position timeline

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

ATLAS CAPITAL ADVISORS INC. held 74,771 SCHH 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 74,771 shares
    Change vs previous 13F +43,399 shares

    0.19% of the 13F portfolio, value $1,770,580.

    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 31,372 shares
    Change vs previous 13F -9,897 shares

    0.08% of the 13F portfolio, value $674,187.

    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 41,269 shares
    Change vs previous 13F -8,250 shares

    0.1% of the 13F portfolio, value $862,123.

    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 49,519 shares
    Change vs previous 13F -56,696 shares

    0.13% of the 13F portfolio, value $1,047,840.

    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 106,215 shares
    Change vs previous 13F +30,496 shares

    0.29% of the 13F portfolio, value $2,284,704.

    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 75,719 shares
    Change vs previous 13F -79,496 shares

    0.2% of the 13F portfolio, value $1,594,656.

    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 155,215 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $3,596,334.

    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).