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Disclosery

Atria Investments, Inc: SHW position timeline

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

Atria Investments, Inc held 16,549 SHW 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 16,549 shares
    Change vs previous 13F +5,496 shares

    0.05% of the 13F portfolio, value $5,349,801.

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

  2. period ended2026-06-30
    13F 11,053 shares
    Change vs previous 13F -7,017 shares

    0.04% of the 13F portfolio, value $3,805,626.

    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 18,070 shares
    Change vs previous 13F -5,458 shares

    0.06% of the 13F portfolio, value $5,792,392.

    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 23,528 shares
    Change vs previous 13F -3,636 shares

    0.09% of the 13F portfolio, value $7,623,745.

    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 27,164 shares
    Change vs previous 13F +1,012 shares

    0.11% of the 13F portfolio, value $9,405,733.

    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 26,152 shares
    Change vs previous 13F -1,381 shares

    0.11% of the 13F portfolio, value $8,979,410.

    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 27,533 shares
    Change vs previous 13F -7,590 shares

    0.12% of the 13F portfolio, value $9,614,299.

    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 35,123 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $11,939,432.

    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).