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Atria Investments, Inc: GLD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Atria Investments, Inc on GLD, newest first. How the timeline and the estimate are built.

Atria Investments, Inc held 316,251 GLD shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 316,251 shares
    Change vs previous 13F +48,054 shares

    1.17% of the 13F portfolio, value $116,500,470.

    13F-HR 0001535865-26-000010 filed by Atria Investments, 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 268,197 shares
    Change vs previous 13F +54,105 shares

    1.29% of the 13F portfolio, value $115,402,487.

    13F-HR 0001535865-26-000005 filed by Atria Investments, 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 214,092 shares
    Change vs previous 13F +7,257 shares

    0.96% of the 13F portfolio, value $84,846,801.

    13F-HR 0001535865-26-000003 filed by Atria Investments, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 206,835 shares
    Change vs previous 13F +9,253 shares

    0.84% of the 13F portfolio, value $73,523,637.

    13F-HR 0001535865-25-000016 filed by Atria Investments, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 197,582 shares
    Change vs previous 13F +40,641 shares

    0.71% of the 13F portfolio, value $60,228,921.

    13F-HR 0001535865-25-000014 filed by Atria Investments, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 156,941 shares
    Change vs previous 13F +67,004 shares

    0.58% of the 13F portfolio, value $45,220,980.

    13F-HR 0001535865-25-000009 filed by Atria Investments, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 89,937 shares
    Change vs previous 13F +9,203 shares

    0.27% of the 13F portfolio, value $21,776,446.

    13F-HR 0001535865-25-000002 filed by Atria Investments, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 80,734 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $19,623,206.

    13F-HR 0001535865-24-000019 filed by Atria Investments, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).