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
- period ended2026-06-3013F/A 120,777 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 115,459 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 125,786 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 63,645 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 76,068 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 109,864 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 106,498 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).