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Disclosery

Atria Investments, Inc: SHLD position timeline

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

Atria Investments, Inc held 46,701 SHLD 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 46,701 shares
    Change vs previous 13F -10,573 shares

    0.03% of the 13F portfolio, value $2,805,804.

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

  2. period ended2026-06-30
    13F 57,274 shares
    Change vs previous 13F +7,350 shares

    0.03% of the 13F portfolio, value $3,419,812.

    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 49,924 shares
    Change vs previous 13F +29,881 shares

    0.04% of the 13F portfolio, value $3,536,594.

    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 20,043 shares
    Change vs previous 13F -6,561 shares

    0.01% of the 13F portfolio, value $1,298,586.

    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 26,604 shares
    Change vs previous 13F +11,481 shares

    0.02% of the 13F portfolio, value $1,868,685.

    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 15,123 shares
    Change vs previous 13F +6,928 shares

    0.01% of the 13F portfolio, value $911,175.

    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 8,195 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $381,488.

    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).