Skip to content
Disclosery

Atria Investments, Inc: QYLD position timeline

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

Atria Investments, Inc held 12,416 QYLD shares at 2026-09-30 per its 13F-HR filed 2026-10-15.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 12,416 shares
    Change vs previous 13F +31 shares

    <0.01% of the 13F portfolio, value $230,317.

    13F-HR 0001535865-26-000012 filed by Atria Investments, Inc
    Accepted , ingested

  2. period ended2026-06-30
    13F 12,385 shares
    Change vs previous 13F -48 shares

    <0.01% of the 13F portfolio, value $228,256.

    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).

  3. period ended2026-03-31
    13F 12,433 shares
    Change vs previous 13F -55,674 shares

    <0.01% of the 13F portfolio, value $213,226.

    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).

  4. period ended2025-12-31
    13F 68,107 shares
    Change vs previous 13F -17,917 shares

    0.01% of the 13F portfolio, value $1,203,451.

    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).

  5. period ended2025-09-30
    13F 86,024 shares
    Change vs previous 13F -200,634 shares

    0.02% of the 13F portfolio, value $1,463,268.

    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).

  6. period ended2025-06-30
    13F 286,658 shares
    Change vs previous 13F -2,954 shares

    0.06% of the 13F portfolio, value $4,792,922.

    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).

  7. period ended2025-03-31
    13F 289,612 shares
    Change vs previous 13F +86,437 shares

    0.06% of the 13F portfolio, value $4,816,248.

    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).

  8. period ended2024-12-31
    13F 203,175 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $3,701,848.

    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).