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Atria Investments, Inc: SAP position timeline

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

Atria Investments, Inc held 19,178 SAP 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 19,178 shares
    Change vs previous 13F -2,070 shares

    0.03% of the 13F portfolio, value $2,955,477.

    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 21,248 shares
    Change vs previous 13F -1,290 shares

    0.04% of the 13F portfolio, value $3,637,918.

    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 22,538 shares
    Change vs previous 13F -7,768 shares

    0.06% of the 13F portfolio, value $5,474,664.

    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 30,306 shares
    Change vs previous 13F +941 shares

    0.09% of the 13F portfolio, value $8,098,139.

    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 29,365 shares
    Change vs previous 13F -1,434 shares

    0.11% of the 13F portfolio, value $8,929,955.

    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 30,799 shares
    Change vs previous 13F -3,472 shares

    0.11% of the 13F portfolio, value $8,267,761.

    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 34,271 shares
    Change vs previous 13F +2,864 shares

    0.11% of the 13F portfolio, value $8,437,873.

    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 31,407 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $7,195,392.

    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).