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Disclosery

Atria Investments, Inc: SEIC position timeline

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

Atria Investments, Inc held 40,712 SEIC 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 40,712 shares
    Change vs previous 13F +1,543 shares

    0.04% of the 13F portfolio, value $4,179,465.

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

  2. period ended2026-06-30
    13F 39,169 shares
    Change vs previous 13F -288 shares

    0.03% of the 13F portfolio, value $3,435,489.

    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 39,457 shares
    Change vs previous 13F -91 shares

    0.03% of the 13F portfolio, value $3,096,194.

    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 39,548 shares
    Change vs previous 13F -590 shares

    0.04% of the 13F portfolio, value $3,243,747.

    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 40,138 shares
    Change vs previous 13F +831 shares

    0.04% of the 13F portfolio, value $3,405,730.

    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 39,307 shares
    Change vs previous 13F -1,008 shares

    0.04% of the 13F portfolio, value $3,532,148.

    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 40,315 shares
    Change vs previous 13F +4,267 shares

    0.04% of the 13F portfolio, value $3,129,655.

    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 36,048 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $2,973,236.

    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).