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Disclosery

Atria Investments, Inc: SMFG position timeline

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

Atria Investments, Inc held 57,212 SMFG 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 57,212 shares
    Change vs previous 13F -3,944 shares

    0.01% of the 13F portfolio, value $1,482,364.

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

  2. period ended2026-06-30
    13F 61,156 shares
    Change vs previous 13F +3,345 shares

    0.01% of the 13F portfolio, value $1,442,060.

    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 57,811 shares
    Change vs previous 13F +4,729 shares

    0.01% of the 13F portfolio, value $1,141,767.

    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 53,082 shares
    Change vs previous 13F +10,604 shares

    0.01% of the 13F portfolio, value $1,026,075.

    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 42,478 shares
    Change vs previous 13F -10,539 shares

    0.01% of the 13F portfolio, value $711,080.

    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 53,017 shares
    Change vs previous 13F +5,473 shares

    0.01% of the 13F portfolio, value $801,094.

    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 47,544 shares
    Change vs previous 13F +8,227 shares

    0.01% of the 13F portfolio, value $735,037.

    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 39,317 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $569,710.

    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).