Skip to content
Disclosery

Atria Investments, Inc: SCHE position timeline

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

Atria Investments, Inc held 204,914 SCHE 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 204,914 shares
    Change vs previous 13F -5,783 shares

    0.07% of the 13F portfolio, value $7,469,126.

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

  2. period ended2026-06-30
    13F 210,697 shares
    Change vs previous 13F +1,872 shares

    0.08% of the 13F portfolio, value $7,639,884.

    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 208,825 shares
    Change vs previous 13F +32,113 shares

    0.08% of the 13F portfolio, value $6,880,792.

    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 176,712 shares
    Change vs previous 13F -10,150 shares

    0.07% of the 13F portfolio, value $5,787,330.

    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 186,862 shares
    Change vs previous 13F -60,860 shares

    0.07% of the 13F portfolio, value $6,235,579.

    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 247,722 shares
    Change vs previous 13F +25,091 shares

    0.09% of the 13F portfolio, value $7,466,336.

    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 222,631 shares
    Change vs previous 13F +1,253 shares

    0.08% of the 13F portfolio, value $6,137,943.

    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 221,378 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $5,895,309.

    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).