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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

  1. period ended2026-06-30
    13F/A 200,449 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 198,510 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 195,516 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-06-30
    13F 196,858 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-03-31
    13F 209,348 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-12-31
    13F 211,823 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-09-30
    13F 219,686 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).