ATLAS CAPITAL ADVISORS INC. IBDSF β€” Iberdrola Sa

Ownership history in ATLAS CAPITAL ADVISORS INC.  Β·  2 quarters on record

AI Ownership Summary

ATLAS CAPITAL ADVISORS INC. reported Iberdrola Sa (IBDSF) in 2 quarterly 13F filings from 2025 Q4 through 2026 Q1. The latest visible filing shows IBDSF 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.

What this IBDSF 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 Iberdrola Sa, 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

IBDSF was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2026 Q1

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

Time in book
Holding Window
2025 Q4 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.

How ATLAS CAPITAL ADVISORS INC. held IBDSF β€” position size vs. price
% of Fund (quarterly)    IBDSF price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED β€” β€” β€” 227 +3 +1.3% 0.00% $5K 2026-05-11 $23.19
2025 Q4 INITIATED β€” β€” β€” 224 β€” β€” 0.00% $5K 2026-02-13 $23.76

🏒 Other funds also holding IBDSF

As of 2026 Q2 β€” sorted by position size

Generali Investments CEE, investicni spolecnost, a.s. 0.42% GAMMA Investing LLC 0.01%

FAQ About ATLAS CAPITAL ADVISORS INC. and IBDSF

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 IBDSF?

ATLAS CAPITAL ADVISORS INC. reported IBDSF across 2 quarterly 13F filings, from 2025 Q4 through 2026 Q1.

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

The largest reported portfolio weight for IBDSF was 0.00% in 2026 Q1.

What is the latest reported IBDSF position on this page?

The most recent filing on this page is 2026 Q1, when ATLAS CAPITAL ADVISORS INC. reported 227 shares, equal to 0.00% of portfolio, with an estimated market value of $5K.

What does the chart on this IBDSF ownership page compare?

The chart compares ATLAS CAPITAL ADVISORS INC.'s quarterly IBDSF 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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