ATLAS CAPITAL ADVISORS INC.: SPDW position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ATLAS CAPITAL ADVISORS INC. on SPDW, newest first. How the timeline and the estimate are built.
ATLAS CAPITAL ADVISORS INC. held 200,449 SPDW shares at 2026-06-30 per its 13F-HR/A filed 2026-08-13.
the latest 13F is the newest step
- period ended2026-06-3013F/A 200,449 sharesChange vs previous 13F +1,939 shares
1.11% of the 13F portfolio, value $10,100,668.
13F-HR/A 0001434165-26-000005 filed by ATLAS CAPITAL ADVISORS INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 198,510 sharesChange vs previous 13F +2,994 shares
1.04% of the 13F portfolio, value $9,061,990.
13F-HR 0001434165-26-000003 filed by ATLAS CAPITAL ADVISORS INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 195,516 sharesChange vs previous 13F -1,342 shares
0.97% of the 13F portfolio, value $8,682,866.
13F-HR 0001434165-26-000002 filed by ATLAS CAPITAL ADVISORS INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 196,858 sharesChange vs previous 13F -12,490 shares
0.97% of the 13F portfolio, value $7,970,815.
13F-HR 0001434165-25-000009 filed by ATLAS CAPITAL ADVISORS INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 209,348 sharesChange vs previous 13F -2,475 shares
0.95% of the 13F portfolio, value $7,622,389.
13F-HR 0001434165-25-000007 filed by ATLAS CAPITAL ADVISORS INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 211,823 sharesChange vs previous 13F -7,863 shares
0.92% of the 13F portfolio, value $7,229,547.
13F-HR 0001434165-25-000004 filed by ATLAS CAPITAL ADVISORS INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 219,686 sharesChange vs previous 13F not available
1.26% of the 13F portfolio, value $8,251,413.
13F-HR 0001434165-24-000007 filed by ATLAS CAPITAL ADVISORS INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).