Skip to content
Disclosery

Atria Investments, Inc: SFM position timeline

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

Atria Investments, Inc held 5,080 SFM 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 5,080 shares
    Change vs previous 13F +5,080 shares

    <0.01% of the 13F portfolio, value $337,058.

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

  2. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -4,099 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  3. period ended2025-09-30
    13F 4,099 shares
    Change vs previous 13F -7,103 shares

    0.01% of the 13F portfolio, value $445,971.

    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).

  4. period ended2025-06-30
    13F 11,202 shares
    Change vs previous 13F +1,081 shares

    0.02% of the 13F portfolio, value $1,844,297.

    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).

  5. period ended2025-03-31
    13F 10,121 shares
    Change vs previous 13F -2,917 shares

    0.02% of the 13F portfolio, value $1,544,869.

    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).

  6. period ended2024-12-31
    13F 13,038 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,656,739.

    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).