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Disclosery

Atria Investments, Inc: SMG position timeline

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

Atria Investments, Inc held 27,076 SMG 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 27,076 shares
    Change vs previous 13F +6,725 shares

    0.01% of the 13F portfolio, value $1,356,782.

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

  2. period ended2026-06-30
    13F 20,351 shares
    Change vs previous 13F +3,075 shares

    0.01% of the 13F portfolio, value $1,386,073.

    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 17,276 shares
    Change vs previous 13F +4,089 shares

    0.01% of the 13F portfolio, value $1,050,582.

    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 13,187 shares
    Change vs previous 13F +872 shares

    0.01% of the 13F portfolio, value $769,488.

    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 12,315 shares
    Change vs previous 13F -4,209 shares

    0.01% of the 13F portfolio, value $701,348.

    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 16,524 shares
    Change vs previous 13F -25,880 shares

    0.01% of the 13F portfolio, value $1,089,911.

    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 42,404 shares
    Change vs previous 13F +3,788 shares

    0.03% of the 13F portfolio, value $2,327,579.

    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 38,616 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,561,802.

    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).