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ATLAS CAPITAL ADVISORS INC.: VHT position timeline

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

ATLAS CAPITAL ADVISORS INC. held 26,164 VHT 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 26,164 shares
    Change vs previous 13F -5,672 shares

    0.86% of the 13F portfolio, value $7,823,297.

    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 31,836 shares
    Change vs previous 13F +2,524 shares

    0.99% of the 13F portfolio, value $8,669,897.

    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 29,312 shares
    Change vs previous 13F +4,738 shares

    0.94% of the 13F portfolio, value $8,437,459.

    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 24,574 shares
    Change vs previous 13F -13,947 shares

    0.75% of the 13F portfolio, value $6,102,707.

    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 38,521 shares
    Change vs previous 13F -1,098 shares

    1.27% of the 13F portfolio, value $10,197,664.

    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 39,619 shares
    Change vs previous 13F -3,246 shares

    1.28% of the 13F portfolio, value $10,050,943.

    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 42,865 shares
    Change vs previous 13F not available

    1.84% of the 13F portfolio, value $12,096,503.

    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).