Skip to content
Disclosery

Atria Investments, Inc: SCHV position timeline

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

Atria Investments, Inc held 12,632 SCHV 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 12,632 shares
    Change vs previous 13F -343 shares

    <0.01% of the 13F portfolio, value $420,774.

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

  2. period ended2026-06-30
    13F 12,975 shares
    Change vs previous 13F +1,055 shares

    <0.01% of the 13F portfolio, value $451,644.

    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 11,920 shares
    Change vs previous 13F +493 shares

    <0.01% of the 13F portfolio, value $363,560.

    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 11,427 shares
    Change vs previous 13F -204 shares

    <0.01% of the 13F portfolio, value $338,353.

    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 11,631 shares
    Change vs previous 13F -115 shares

    <0.01% of the 13F portfolio, value $338,578.

    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 11,746 shares
    Change vs previous 13F -1,794 shares

    <0.01% of the 13F portfolio, value $325,012.

    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 13,540 shares
    Change vs previous 13F -762 shares

    <0.01% of the 13F portfolio, value $359,893.

    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 14,302 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $372,853.

    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).