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Disclosery

Atria Investments, Inc: SCHF position timeline

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

Atria Investments, Inc held 1,141,863 SCHF 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 1,141,863 shares
    Change vs previous 13F -1,394 shares

    0.31% of the 13F portfolio, value $31,366,970.

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

  2. period ended2026-06-30
    13F 1,143,257 shares
    Change vs previous 13F +191,056 shares

    0.32% of the 13F portfolio, value $31,668,213.

    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 952,201 shares
    Change vs previous 13F +594,346 shares

    0.26% of the 13F portfolio, value $23,566,970.

    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 357,855 shares
    Change vs previous 13F +50,281 shares

    0.1% of the 13F portfolio, value $8,602,840.

    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 307,574 shares
    Change vs previous 13F -62,515 shares

    0.08% of the 13F portfolio, value $7,160,321.

    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 370,089 shares
    Change vs previous 13F -3,815 shares

    0.1% of the 13F portfolio, value $8,178,966.

    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 373,904 shares
    Change vs previous 13F -233,093 shares

    0.09% of the 13F portfolio, value $7,395,820.

    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 606,997 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $11,229,443.

    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).