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Disclosery

Atria Investments, Inc: SCHG position timeline

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

Atria Investments, Inc held 484,227 SCHG 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 484,227 shares
    Change vs previous 13F -34,005 shares

    0.17% of the 13F portfolio, value $17,398,285.

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

  2. period ended2026-06-30
    13F 518,232 shares
    Change vs previous 13F -31,135 shares

    0.18% of the 13F portfolio, value $17,536,970.

    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 549,367 shares
    Change vs previous 13F -43,614 shares

    0.18% of the 13F portfolio, value $16,003,049.

    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 592,981 shares
    Change vs previous 13F -58,851 shares

    0.22% of the 13F portfolio, value $19,343,026.

    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 651,832 shares
    Change vs previous 13F +23,985 shares

    0.24% of the 13F portfolio, value $20,799,969.

    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 627,847 shares
    Change vs previous 13F +73,547 shares

    0.22% of the 13F portfolio, value $18,339,419.

    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 554,300 shares
    Change vs previous 13F +104,643 shares

    0.18% of the 13F portfolio, value $13,879,673.

    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 449,657 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $12,531,938.

    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).