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Disclosery

Atria Investments, Inc: SCHP position timeline

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

Atria Investments, Inc held 339,398 SCHP 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 339,398 shares
    Change vs previous 13F +21,017 shares

    0.08% of the 13F portfolio, value $8,529,069.

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

  2. period ended2026-06-30
    13F 318,381 shares
    Change vs previous 13F +260,088 shares

    0.08% of the 13F portfolio, value $8,437,084.

    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 58,293 shares
    Change vs previous 13F -140,557 shares

    0.02% of the 13F portfolio, value $1,551,164.

    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 198,850 shares
    Change vs previous 13F +34,758 shares

    0.06% of the 13F portfolio, value $5,267,527.

    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 164,092 shares
    Change vs previous 13F +13,240 shares

    0.05% of the 13F portfolio, value $4,422,279.

    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 150,852 shares
    Change vs previous 13F +12,818 shares

    0.05% of the 13F portfolio, value $4,024,741.

    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 138,034 shares
    Change vs previous 13F +14,064 shares

    0.05% of the 13F portfolio, value $3,711,727.

    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 123,970 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $3,202,139.

    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).