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Disclosery

Atria Investments, Inc: SCHH position timeline

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

Atria Investments, Inc held 27,283 SCHH 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 27,283 shares
    Change vs previous 13F +1,189 shares

    0.01% of the 13F portfolio, value $601,325.

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

  2. period ended2026-06-30
    13F 26,094 shares
    Change vs previous 13F +13,323 shares

    0.01% of the 13F portfolio, value $617,898.

    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 12,771 shares
    Change vs previous 13F +198 shares

    <0.01% of the 13F portfolio, value $274,455.

    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 12,573 shares
    Change vs previous 13F -14,811 shares

    <0.01% of the 13F portfolio, value $262,650.

    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 27,384 shares
    Change vs previous 13F +6,469 shares

    0.01% of the 13F portfolio, value $590,673.

    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 20,915 shares
    Change vs previous 13F +60 shares

    0.01% of the 13F portfolio, value $442,561.

    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 20,855 shares
    Change vs previous 13F +508 shares

    0.01% of the 13F portfolio, value $448,591.

    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 20,347 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $428,508.

    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).