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Disclosery

Atria Investments, Inc: SCHZ position timeline

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

Atria Investments, Inc held 83,968 SCHZ 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 83,968 shares
    Change vs previous 13F -698 shares

    0.02% of the 13F portfolio, value $1,855,700.

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

  2. period ended2026-06-30
    13F 84,666 shares
    Change vs previous 13F +73,940 shares

    0.02% of the 13F portfolio, value $1,958,334.

    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 10,726 shares
    Change vs previous 13F +625 shares

    <0.01% of the 13F portfolio, value $249,057.

    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 10,101 shares
    Change vs previous 13F -73,470 shares

    <0.01% of the 13F portfolio, value $236,062.

    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 83,571 shares
    Change vs previous 13F -24,433 shares

    0.02% of the 13F portfolio, value $1,961,403.

    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 108,004 shares
    Change vs previous 13F -306 shares

    0.03% of the 13F portfolio, value $2,510,020.

    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 108,310 shares
    Change vs previous 13F +35,877 shares

    0.03% of the 13F portfolio, value $2,508,460.

    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 72,433 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,644,229.

    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).