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Disclosery

Atria Investments, Inc: SHYL position timeline

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

Atria Investments, Inc held 35,109 SHYL 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 35,109 shares
    Change vs previous 13F +2,490 shares

    0.01% of the 13F portfolio, value $1,507,931.

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

  2. period ended2026-06-30
    13F 32,619 shares
    Change vs previous 13F -332 shares

    0.01% of the 13F portfolio, value $1,449,255.

    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 32,951 shares
    Change vs previous 13F -15,502 shares

    0.02% of the 13F portfolio, value $1,462,679.

    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 48,453 shares
    Change vs previous 13F +1,894 shares

    0.02% of the 13F portfolio, value $2,178,926.

    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 46,559 shares
    Change vs previous 13F +3,559 shares

    0.02% of the 13F portfolio, value $2,114,950.

    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 43,000 shares
    Change vs previous 13F +2,349 shares

    0.02% of the 13F portfolio, value $1,948,767.

    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 40,651 shares
    Change vs previous 13F +13,547 shares

    0.02% of the 13F portfolio, value $1,813,055.

    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 27,104 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,213,170.

    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).