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ATLAS CAPITAL ADVISORS INC.: XLC position timeline

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

ATLAS CAPITAL ADVISORS INC. held 77,321 XLC 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 77,321 shares
    Change vs previous 13F -5,000 shares

    0.91% of the 13F portfolio, value $8,283,460.

    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 82,321 shares
    Change vs previous 13F -7,052 shares

    1.04% of the 13F portfolio, value $9,126,169.

    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 89,373 shares
    Change vs previous 13F +6,367 shares

    1.17% of the 13F portfolio, value $10,521,056.

    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 83,006 shares
    Change vs previous 13F -12,440 shares

    1.1% of the 13F portfolio, value $9,008,688.

    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 95,446 shares
    Change vs previous 13F +1,685 shares

    1.15% of the 13F portfolio, value $9,205,791.

    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 93,761 shares
    Change vs previous 13F +9,429 shares

    1.15% of the 13F portfolio, value $9,077,038.

    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 84,332 shares
    Change vs previous 13F not available

    1.16% of the 13F portfolio, value $7,623,613.

    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).