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Disclosery

Atria Investments, Inc: SHY position timeline

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

Atria Investments, Inc held 58,364 SHY 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 58,364 shares
    Change vs previous 13F +17,040 shares

    0.05% of the 13F portfolio, value $4,739,172.

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

  2. period ended2026-06-30
    13F 41,324 shares
    Change vs previous 13F +14,067 shares

    0.03% of the 13F portfolio, value $3,393,089.

    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 27,257 shares
    Change vs previous 13F +5,228 shares

    0.03% of the 13F portfolio, value $2,250,610.

    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 22,029 shares
    Change vs previous 13F +2,989 shares

    0.02% of the 13F portfolio, value $1,824,403.

    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 19,040 shares
    Change vs previous 13F -16,967 shares

    0.02% of the 13F portfolio, value $1,579,517.

    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 36,007 shares
    Change vs previous 13F +10,749 shares

    0.04% of the 13F portfolio, value $2,983,527.

    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 25,258 shares
    Change vs previous 13F +2,751 shares

    0.03% of the 13F portfolio, value $2,089,586.

    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 22,507 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,845,158.

    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).