ATLAS CAPITAL ADVISORS INC. GS/PRD — Goldman Sachs Series D Pref

Ownership history in ATLAS CAPITAL ADVISORS INC.  ·  17 quarters on record

AI Ownership Summary

ATLAS CAPITAL ADVISORS INC. reported Goldman Sachs Series D Pref (GS/PRD) in 17 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 0.01% in 2024 Q1. The latest visible filing shows GS/PRD at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this GS/PRD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was ATLAS CAPITAL ADVISORS INC.'s position in Goldman Sachs Series D Pref, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

GS/PRD was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

GS/PRD stock page ATLAS CAPITAL ADVISORS INC. fund profile ATLAS CAPITAL ADVISORS INC. full holdings
How ATLAS CAPITAL ADVISORS INC. held GS/PRD — position size vs. price
% of Fund (quarterly)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 1,250 -2,750 -68.8% 0.00% $24K 2026-05-11 —
2025 Q4 UNCHANGED — — — 4,000 — 0% 0.01% $78K 2026-02-13 —
2025 Q2 UNCHANGED — — — 4,000 — 0% 0.01% $83K 2025-08-12 —
2025 Q1 UNCHANGED — — — 4,000 — 0% 0.01% $88K 2025-05-12 —
2024 Q4 UNCHANGED — — — 4,000 — 0% 0.01% $92K 2025-02-12 —
2024 Q3 UNCHANGED — — — 4,000 — 0% 0.01% $91K 2024-11-05 —
2024 Q2 UNCHANGED — — — 4,000 — 0% 0.01% $92K 2024-07-30 —
2024 Q1 UNCHANGED — — — 4,000 — 0% 0.01% $92K 2024-04-15 —
9 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding GS/PRD

As of 2026 Q1 — sorted by position size

Atlas Wealth LLC 3Y 1.37% DELTA CAPITAL MANAGEMENT LLC 3Y 7Y 0.21% Ethos Financial Group, LLC 3Y 0.04% BOYD WATTERSON ASSET MANAGEMENT LLC/OH 3Y 7Y 0.0% PNC FINANCIAL SERVICES GROUP, INC. 3Y 7Y 0.0% Ascentis Independent Advisors 3Y 0.0% First Command Advisory Services, Inc. 3Y 7Y 0.0%

FAQ About ATLAS CAPITAL ADVISORS INC. and GS/PRD

These are the practical questions this page is built to answer before you even open the full history table.

How long has ATLAS CAPITAL ADVISORS INC. reported owning GS/PRD?

ATLAS CAPITAL ADVISORS INC. reported GS/PRD across 8 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported GS/PRD position in ATLAS CAPITAL ADVISORS INC.'s portfolio?

The largest reported portfolio weight for GS/PRD was 0.01% in 2024 Q1.

What is the latest reported GS/PRD position on this page?

The most recent filing on this page is 2026 Q1, when ATLAS CAPITAL ADVISORS INC. reported 1,250 shares, equal to 0.00% of portfolio, with an estimated market value of $24K.

What does the chart on this GS/PRD ownership page compare?

The chart compares ATLAS CAPITAL ADVISORS INC.'s quarterly GS/PRD portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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