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ATLAS CAPITAL ADVISORS INC.: XLU position timeline

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

ATLAS CAPITAL ADVISORS INC. held 40,089 XLU 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 40,089 shares
    Change vs previous 13F -6,732 shares

    0.2% of the 13F portfolio, value $1,817,635.

    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 46,821 shares
    Change vs previous 13F +7,389 shares

    0.25% of the 13F portfolio, value $2,148,614.

    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 39,432 shares
    Change vs previous 13F +11,179 shares

    0.19% of the 13F portfolio, value $1,683,351.

    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 28,253 shares
    Change vs previous 13F -4,126 shares

    0.28% of the 13F portfolio, value $2,307,139.

    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 32,379 shares
    Change vs previous 13F +1,406 shares

    0.32% of the 13F portfolio, value $2,553,083.

    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 30,973 shares
    Change vs previous 13F -5,377 shares

    0.3% of the 13F portfolio, value $2,344,345.

    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 36,350 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $2,936,353.

    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).