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ATLAS CAPITAL ADVISORS INC.: XLK position timeline

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

ATLAS CAPITAL ADVISORS INC. held 120,777 XLK 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 120,777 shares
    Change vs previous 13F +5,318 shares

    2.52% of the 13F portfolio, value $23,010,582.

    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 115,459 shares
    Change vs previous 13F -10,327 shares

    1.75% of the 13F portfolio, value $15,344,604.

    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 125,786 shares
    Change vs previous 13F +62,141 shares

    2.02% of the 13F portfolio, value $18,109,522.

    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 63,645 shares
    Change vs previous 13F -12,423 shares

    1.97% of the 13F portfolio, value $16,116,988.

    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 76,068 shares
    Change vs previous 13F -33,796 shares

    1.96% of the 13F portfolio, value $15,706,580.

    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 109,864 shares
    Change vs previous 13F +3,366 shares

    3.24% of the 13F portfolio, value $25,545,669.

    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 106,498 shares
    Change vs previous 13F not available

    3.67% of the 13F portfolio, value $24,043,003.

    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).