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ATLAS CAPITAL ADVISORS INC.: XLE position timeline

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

ATLAS CAPITAL ADVISORS INC. held 41,186 XLE 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 41,186 shares
    Change vs previous 13F +11,196 shares

    0.24% of the 13F portfolio, value $2,187,388.

    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 29,990 shares
    Change vs previous 13F +2,386 shares

    0.21% of the 13F portfolio, value $1,837,186.

    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 27,604 shares
    Change vs previous 13F +14,326 shares

    0.14% of the 13F portfolio, value $1,234,174.

    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 13,278 shares
    Change vs previous 13F -6,627 shares

    0.14% of the 13F portfolio, value $1,126,106.

    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 19,905 shares
    Change vs previous 13F +3,108 shares

    0.23% of the 13F portfolio, value $1,860,121.

    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 16,797 shares
    Change vs previous 13F -168 shares

    0.18% of the 13F portfolio, value $1,438,830.

    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 16,965 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $1,489,527.

    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).