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Atria Investments, Inc: SHYG position timeline

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

Atria Investments, Inc held 41,185 SHYG 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 41,185 shares
    Change vs previous 13F -10,056 shares

    0.02% of the 13F portfolio, value $1,698,902.

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

  2. period ended2026-06-30
    13F 51,241 shares
    Change vs previous 13F +10,285 shares

    0.02% of the 13F portfolio, value $2,173,130.

    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 40,956 shares
    Change vs previous 13F -417,864 shares

    0.02% of the 13F portfolio, value $1,732,841.

    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 458,820 shares
    Change vs previous 13F +19,312 shares

    0.22% of the 13F portfolio, value $19,669,611.

    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 439,508 shares
    Change vs previous 13F +383,275 shares

    0.22% of the 13F portfolio, value $19,030,710.

    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 56,233 shares
    Change vs previous 13F -706,595 shares

    0.03% of the 13F portfolio, value $2,425,881.

    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 762,828 shares
    Change vs previous 13F -6,596 shares

    0.42% of the 13F portfolio, value $32,435,449.

    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 769,424 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $32,785,163.

    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).