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ATLAS CAPITAL ADVISORS INC.: SCHM position timeline

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

ATLAS CAPITAL ADVISORS INC. held 106,720 SCHM 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 106,720 shares
    Change vs previous 13F -3,800 shares

    0.43% of the 13F portfolio, value $3,934,766.

    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 110,520 shares
    Change vs previous 13F -25,635 shares

    0.39% of the 13F portfolio, value $3,421,699.

    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 136,155 shares
    Change vs previous 13F +37,172 shares

    0.46% of the 13F portfolio, value $4,094,180.

    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 98,983 shares
    Change vs previous 13F -23,345 shares

    0.34% of the 13F portfolio, value $2,776,473.

    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 122,328 shares
    Change vs previous 13F -10,897 shares

    0.4% of the 13F portfolio, value $3,204,993.

    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 133,225 shares
    Change vs previous 13F +90,997 shares

    0.47% of the 13F portfolio, value $3,691,664.

    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 42,228 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $3,508,724.

    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).