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Disclosery

Atria Investments, Inc: SBAC position timeline

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

Atria Investments, Inc held 4,240 SBAC 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 4,240 shares
    Change vs previous 13F +217 shares

    0.01% of the 13F portfolio, value $748,255.

    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 4,023 shares
    Change vs previous 13F -1,368 shares

    0.01% of the 13F portfolio, value $692,473.

    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 5,391 shares
    Change vs previous 13F -813 shares

    0.01% of the 13F portfolio, value $1,042,860.

    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 6,204 shares
    Change vs previous 13F +297 shares

    0.01% of the 13F portfolio, value $1,199,612.

    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 5,907 shares
    Change vs previous 13F +1,705 shares

    0.02% of the 13F portfolio, value $1,387,131.

    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 4,202 shares
    Change vs previous 13F +234 shares

    0.01% of the 13F portfolio, value $924,397.

    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 3,968 shares
    Change vs previous 13F -2,564 shares

    0.01% of the 13F portfolio, value $808,755.

    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 6,532 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,572,220.

    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).