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ATLAS CAPITAL ADVISORS INC.: XLP position timeline

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

ATLAS CAPITAL ADVISORS INC. held 15,724 XLP 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 15,724 shares
    Change vs previous 13F +469 shares

    0.14% of the 13F portfolio, value $1,306,221.

    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 15,255 shares
    Change vs previous 13F +6,710 shares

    0.14% of the 13F portfolio, value $1,250,633.

    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 8,545 shares
    Change vs previous 13F -5,744 shares

    0.07% of the 13F portfolio, value $663,802.

    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 14,289 shares
    Change vs previous 13F -6,083 shares

    0.14% of the 13F portfolio, value $1,156,980.

    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 20,372 shares
    Change vs previous 13F -1,876 shares

    0.21% of the 13F portfolio, value $1,663,844.

    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 22,248 shares
    Change vs previous 13F -150 shares

    0.22% of the 13F portfolio, value $1,748,977.

    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 22,398 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $1,859,102.

    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).