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Disclosery

Atria Investments, Inc: SGOL position timeline

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

Atria Investments, Inc held 14,832 SGOL 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 14,832 shares
    Change vs previous 13F -1,201 shares

    0.01% of the 13F portfolio, value $586,757.

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

  2. period ended2026-06-30
    13F 16,033 shares
    Change vs previous 13F -6,105 shares

    0.01% of the 13F portfolio, value $612,945.

    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 22,138 shares
    Change vs previous 13F -24,149 shares

    0.01% of the 13F portfolio, value $987,802.

    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 46,287 shares
    Change vs previous 13F +8,758 shares

    0.02% of the 13F portfolio, value $1,901,474.

    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 37,529 shares
    Change vs previous 13F -1,689 shares

    0.02% of the 13F portfolio, value $1,381,442.

    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 39,218 shares
    Change vs previous 13F -2,678 shares

    0.01% of the 13F portfolio, value $1,236,936.

    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 41,896 shares
    Change vs previous 13F -8,914 shares

    0.02% of the 13F portfolio, value $1,249,339.

    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 50,810 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,272,790.

    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).