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ATLAS CAPITAL ADVISORS INC.: XLV position timeline

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

ATLAS CAPITAL ADVISORS INC. held 20,788 XLV 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 20,788 shares
    Change vs previous 13F -6,385 shares

    0.36% of the 13F portfolio, value $3,298,271.

    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 27,173 shares
    Change vs previous 13F +4,244 shares

    0.46% of the 13F portfolio, value $3,983,877.

    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 22,929 shares
    Change vs previous 13F +1,338 shares

    0.4% of the 13F portfolio, value $3,549,454.

    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 21,591 shares
    Change vs previous 13F -16,098 shares

    0.36% of the 13F portfolio, value $2,910,328.

    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 37,689 shares
    Change vs previous 13F +923 shares

    0.69% of the 13F portfolio, value $5,502,991.

    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 36,766 shares
    Change vs previous 13F -153 shares

    0.64% of the 13F portfolio, value $5,057,984.

    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 36,919 shares
    Change vs previous 13F not available

    0.87% of the 13F portfolio, value $5,686,352.

    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).