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Disclosery

Atria Investments, Inc: SCHA position timeline

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

Atria Investments, Inc held 44,950 SCHA 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 44,950 shares
    Change vs previous 13F +7,361 shares

    0.01% of the 13F portfolio, value $1,466,718.

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

  2. period ended2026-06-30
    13F 37,589 shares
    Change vs previous 13F +535 shares

    0.01% of the 13F portfolio, value $1,358,091.

    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 37,054 shares
    Change vs previous 13F +2,168 shares

    0.01% of the 13F portfolio, value $1,077,530.

    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 34,886 shares
    Change vs previous 13F +17,949 shares

    0.01% of the 13F portfolio, value $993,553.

    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 16,937 shares
    Change vs previous 13F -17,183 shares

    0.01% of the 13F portfolio, value $472,542.

    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 34,120 shares
    Change vs previous 13F -119,240 shares

    0.01% of the 13F portfolio, value $863,248.

    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 153,360 shares
    Change vs previous 13F -1,078 shares

    0.05% of the 13F portfolio, value $3,593,221.

    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 154,438 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $3,993,758.

    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).