Skip to content
Disclosery

Atria Investments, Inc: SE position timeline

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

Atria Investments, Inc held 40,523 SE 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 40,523 shares
    Change vs previous 13F +17,698 shares

    0.04% of the 13F portfolio, value $3,945,271.

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

  2. period ended2026-06-30
    13F 22,825 shares
    Change vs previous 13F +1,295 shares

    0.02% of the 13F portfolio, value $2,187,272.

    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 21,530 shares
    Change vs previous 13F -5,163 shares

    0.02% of the 13F portfolio, value $1,782,858.

    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 26,693 shares
    Change vs previous 13F -3,762 shares

    0.04% of the 13F portfolio, value $3,405,290.

    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 30,455 shares
    Change vs previous 13F +7,270 shares

    0.06% of the 13F portfolio, value $5,443,133.

    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 23,185 shares
    Change vs previous 13F +3,354 shares

    0.04% of the 13F portfolio, value $3,708,129.

    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 19,831 shares
    Change vs previous 13F +2,064 shares

    0.03% of the 13F portfolio, value $2,587,682.

    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 17,767 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,885,026.

    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).