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Atria Investments, Inc: SLQD position timeline

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

Atria Investments, Inc held 4,595 SLQD shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,595 shares
    Change vs previous 13F -478 shares

    <0.01% of the 13F portfolio, value $231,450.

    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).

  2. period ended2026-03-31
    13F 5,073 shares
    Change vs previous 13F -27,205 shares

    <0.01% of the 13F portfolio, value $256,136.

    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).

  3. period ended2025-12-31
    13F 32,278 shares
    Change vs previous 13F +3,987 shares

    0.02% of the 13F portfolio, value $1,636,495.

    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).

  4. period ended2025-09-30
    13F 28,291 shares
    Change vs previous 13F -48,649 shares

    0.02% of the 13F portfolio, value $1,438,032.

    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).

  5. period ended2025-06-30
    13F 76,940 shares
    Change vs previous 13F -602 shares

    0.05% of the 13F portfolio, value $3,892,395.

    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).

  6. period ended2025-03-31
    13F 77,542 shares
    Change vs previous 13F -52,207 shares

    0.05% of the 13F portfolio, value $3,898,812.

    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).

  7. period ended2024-12-31
    13F 129,749 shares
    Change vs previous 13F -2,804 shares

    0.08% of the 13F portfolio, value $6,453,715.

    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).

  8. period ended2024-09-30
    13F 132,553 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $6,684,648.

    13F-HR 0001535865-24-000019 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).