Skip to content
Disclosery

ATLAS CAPITAL ADVISORS INC.: XLF position timeline

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

ATLAS CAPITAL ADVISORS INC. held 188,226 XLF 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 188,226 shares
    Change vs previous 13F +3,770 shares

    1.1% of the 13F portfolio, value $10,090,819.

    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 184,456 shares
    Change vs previous 13F -11,287 shares

    1.04% of the 13F portfolio, value $9,106,613.

    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 195,743 shares
    Change vs previous 13F -57,346 shares

    1.19% of the 13F portfolio, value $10,720,867.

    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 253,089 shares
    Change vs previous 13F -47,483 shares

    1.62% of the 13F portfolio, value $13,254,319.

    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 300,572 shares
    Change vs previous 13F +33,647 shares

    1.87% of the 13F portfolio, value $14,971,500.

    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 266,925 shares
    Change vs previous 13F +10,571 shares

    1.64% of the 13F portfolio, value $12,900,492.

    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 256,354 shares
    Change vs previous 13F not available

    1.77% of the 13F portfolio, value $11,617,984.

    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).