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Disclosery

Atria Investments, Inc: SDVY position timeline

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

Atria Investments, Inc held 259,807 SDVY 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 259,807 shares
    Change vs previous 13F +18,520 shares

    0.1% of the 13F portfolio, value $10,542,956.

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

  2. period ended2026-06-30
    13F 241,287 shares
    Change vs previous 13F +500 shares

    0.1% of the 13F portfolio, value $10,409,108.

    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 240,787 shares
    Change vs previous 13F +1,133 shares

    0.11% of the 13F portfolio, value $9,494,248.

    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 239,654 shares
    Change vs previous 13F +2,268 shares

    0.1% of the 13F portfolio, value $9,183,540.

    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 237,386 shares
    Change vs previous 13F -69,670 shares

    0.1% of the 13F portfolio, value $9,025,306.

    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 307,056 shares
    Change vs previous 13F -122,819 shares

    0.13% of the 13F portfolio, value $10,832,920.

    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 429,875 shares
    Change vs previous 13F -42,801 shares

    0.18% of the 13F portfolio, value $14,400,801.

    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 472,676 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $16,945,433.

    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).