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Disclosery

Atria Investments, Inc: SCI position timeline

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

Atria Investments, Inc held 3,212 SCI shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,212 shares
    Change vs previous 13F -280 shares

    <0.01% of the 13F portfolio, value $243,998.

    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).

  2. period ended2026-03-31
    13F 3,492 shares
    Change vs previous 13F +425 shares

    <0.01% of the 13F portfolio, value $288,137.

    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).

  3. period ended2025-12-31
    13F 3,067 shares
    Change vs previous 13F +221 shares

    <0.01% of the 13F portfolio, value $239,153.

    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).

  4. period ended2025-09-30
    13F 2,846 shares
    Change vs previous 13F -1,161 shares

    <0.01% of the 13F portfolio, value $236,831.

    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).

  5. period ended2025-06-30
    13F 4,007 shares
    Change vs previous 13F +1,350 shares

    <0.01% of the 13F portfolio, value $326,139.

    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).

  6. period ended2025-03-31
    13F 2,657 shares
    Change vs previous 13F -551 shares

    <0.01% of the 13F portfolio, value $213,091.

    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).

  7. period ended2024-12-31
    13F 3,208 shares
    Change vs previous 13F -1,784 shares

    <0.01% of the 13F portfolio, value $256,063.

    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).

  8. period ended2024-09-30
    13F 4,992 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $394,019.

    13F-HR 0001535865-24-000019 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).