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Disclosery

Atria Investments, Inc: SDY position timeline

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

Atria Investments, Inc held 12,980 SDY 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 12,980 shares
    Change vs previous 13F +202 shares

    0.02% of the 13F portfolio, value $1,901,315.

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

  2. period ended2026-06-30
    13F 12,778 shares
    Change vs previous 13F -107 shares

    0.02% of the 13F portfolio, value $1,944,591.

    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 12,885 shares
    Change vs previous 13F +916 shares

    0.02% of the 13F portfolio, value $1,880,445.

    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 11,969 shares
    Change vs previous 13F -359 shares

    0.02% of the 13F portfolio, value $1,665,660.

    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 12,328 shares
    Change vs previous 13F -3,047 shares

    0.02% of the 13F portfolio, value $1,726,514.

    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 15,375 shares
    Change vs previous 13F +2,382 shares

    0.02% of the 13F portfolio, value $2,086,878.

    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 12,993 shares
    Change vs previous 13F -2,115 shares

    0.02% of the 13F portfolio, value $1,762,829.

    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 15,108 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,995,707.

    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).