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Disclosery

Atria Investments, Inc: SAN position timeline

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

Atria Investments, Inc held 169,163 SAN 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 169,163 shares
    Change vs previous 13F +1,667 shares

    0.02% of the 13F portfolio, value $2,339,523.

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

  2. period ended2026-06-30
    13F 167,496 shares
    Change vs previous 13F -4,867 shares

    0.02% of the 13F portfolio, value $2,311,444.

    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 172,363 shares
    Change vs previous 13F +11,557 shares

    0.02% of the 13F portfolio, value $1,944,256.

    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 160,806 shares
    Change vs previous 13F -2,393 shares

    0.02% of the 13F portfolio, value $1,886,249.

    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 163,199 shares
    Change vs previous 13F +59,846 shares

    0.02% of the 13F portfolio, value $1,710,323.

    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 103,353 shares
    Change vs previous 13F +70,059 shares

    0.01% of the 13F portfolio, value $857,831.

    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 33,294 shares
    Change vs previous 13F +4,304 shares

    <0.01% of the 13F portfolio, value $223,069.

    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 28,990 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $132,194.

    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).