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ATLAS CAPITAL ADVISORS INC.: UBS position timeline

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

ATLAS CAPITAL ADVISORS INC. held 22,796 UBS 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 22,796 shares
    Change vs previous 13F +2,094 shares

    0.12% of the 13F portfolio, value $1,129,769.

    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 20,702 shares
    Change vs previous 13F -5,599 shares

    0.09% of the 13F portfolio, value $808,827.

    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 26,301 shares
    Change vs previous 13F -593 shares

    0.14% of the 13F portfolio, value $1,217,999.

    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 26,894 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $909,555.

    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 26,894 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $823,763.

    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 26,894 shares
    Change vs previous 13F -3,424 shares

    0.1% of the 13F portfolio, value $815,426.

    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 30,318 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $937,129.

    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).