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Disclosery

Atria Investments, Inc: SECT position timeline

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

Atria Investments, Inc held 116,376 SECT 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 116,376 shares
    Change vs previous 13F -29,079 shares

    0.08% of the 13F portfolio, value $8,386,068.

    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 145,455 shares
    Change vs previous 13F -11,837 shares

    0.1% of the 13F portfolio, value $8,784,009.

    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 157,292 shares
    Change vs previous 13F +5,329 shares

    0.12% of the 13F portfolio, value $10,150,071.

    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 151,963 shares
    Change vs previous 13F -13,780 shares

    0.11% of the 13F portfolio, value $9,576,733.

    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 165,743 shares
    Change vs previous 13F -382 shares

    0.11% of the 13F portfolio, value $9,624,667.

    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 166,125 shares
    Change vs previous 13F -38,609 shares

    0.11% of the 13F portfolio, value $8,482,365.

    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 204,734 shares
    Change vs previous 13F -32,840 shares

    0.14% of the 13F portfolio, value $11,252,176.

    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 237,574 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $12,774,379.

    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).