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Disclosery

Atria Investments, Inc: SHV position timeline

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

Atria Investments, Inc held 58,699 SHV 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 58,699 shares
    Change vs previous 13F +19,386 shares

    0.06% of the 13F portfolio, value $6,475,619.

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

  2. period ended2026-06-30
    13F 39,313 shares
    Change vs previous 13F -26,627 shares

    0.04% of the 13F portfolio, value $4,338,235.

    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 65,940 shares
    Change vs previous 13F +31,614 shares

    0.08% of the 13F portfolio, value $7,279,119.

    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 34,326 shares
    Change vs previous 13F -2,888 shares

    0.04% of the 13F portfolio, value $3,780,982.

    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 37,214 shares
    Change vs previous 13F -12,799 shares

    0.05% of the 13F portfolio, value $4,111,726.

    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 50,013 shares
    Change vs previous 13F +6,930 shares

    0.07% of the 13F portfolio, value $5,522,459.

    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 43,083 shares
    Change vs previous 13F -10,310 shares

    0.06% of the 13F portfolio, value $4,759,000.

    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 53,393 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $5,879,057.

    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).