Skip to content
Disclosery

Atria Investments, Inc: SHEL position timeline

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

Atria Investments, Inc held 52,284 SHEL 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 52,284 shares
    Change vs previous 13F -1,435 shares

    0.05% of the 13F portfolio, value $4,969,620.

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

  2. period ended2026-06-30
    13F 53,719 shares
    Change vs previous 13F -5,151 shares

    0.04% of the 13F portfolio, value $4,165,354.

    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 58,870 shares
    Change vs previous 13F -1,515 shares

    0.06% of the 13F portfolio, value $5,474,876.

    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 60,385 shares
    Change vs previous 13F -2,365 shares

    0.05% of the 13F portfolio, value $4,437,112.

    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 62,750 shares
    Change vs previous 13F -575 shares

    0.05% of the 13F portfolio, value $4,488,519.

    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 63,325 shares
    Change vs previous 13F +3,387 shares

    0.05% of the 13F portfolio, value $4,458,714.

    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 59,938 shares
    Change vs previous 13F +1,058 shares

    0.06% of the 13F portfolio, value $4,392,227.

    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 58,880 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $3,688,845.

    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).