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Disclosery

Atria Investments, Inc: SGOV position timeline

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

Atria Investments, Inc held 93,165 SGOV 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 93,165 shares
    Change vs previous 13F -4,049 shares

    0.09% of the 13F portfolio, value $9,379,852.

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

  2. period ended2026-06-30
    13F 97,214 shares
    Change vs previous 13F +6,509 shares

    0.1% of the 13F portfolio, value $9,786,496.

    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 90,705 shares
    Change vs previous 13F +19,523 shares

    0.1% of the 13F portfolio, value $9,130,364.

    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 71,182 shares
    Change vs previous 13F +22,653 shares

    0.08% of the 13F portfolio, value $7,145,268.

    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 48,529 shares
    Change vs previous 13F +2,938 shares

    0.06% of the 13F portfolio, value $4,886,876.

    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 45,591 shares
    Change vs previous 13F -24,349 shares

    0.05% of the 13F portfolio, value $4,590,564.

    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 69,940 shares
    Change vs previous 13F -8,742 shares

    0.09% of the 13F portfolio, value $7,040,885.

    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 78,682 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $7,893,334.

    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).