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Disclosery

Atria Investments, Inc: SGI position timeline

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

Atria Investments, Inc held 58,336 SGI 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 58,336 shares
    Change vs previous 13F +6,155 shares

    0.04% of the 13F portfolio, value $3,623,223.

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

  2. period ended2026-06-30
    13F 52,181 shares
    Change vs previous 13F -17,411 shares

    0.04% of the 13F portfolio, value $4,090,984.

    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 69,592 shares
    Change vs previous 13F +780 shares

    0.06% of the 13F portfolio, value $5,144,252.

    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 68,812 shares
    Change vs previous 13F +3,794 shares

    0.07% of the 13F portfolio, value $6,143,530.

    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 65,018 shares
    Change vs previous 13F +11,915 shares

    0.06% of the 13F portfolio, value $5,482,946.

    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 53,103 shares
    Change vs previous 13F +459 shares

    0.04% of the 13F portfolio, value $3,613,685.

    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 52,644 shares
    Change vs previous 13F +8,398 shares

    0.04% of the 13F portfolio, value $3,152,313.

    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 44,246 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,508,328.

    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).