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Atria Investments, Inc: SMH position timeline

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

Atria Investments, Inc held 34,069 SMH 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 34,069 shares
    Change vs previous 13F +5,264 shares

    0.2% of the 13F portfolio, value $20,747,845.

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

  2. period ended2026-06-30
    13F 28,805 shares
    Change vs previous 13F -1,436 shares

    0.19% of the 13F portfolio, value $18,892,702.

    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 30,241 shares
    Change vs previous 13F +9,157 shares

    0.13% of the 13F portfolio, value $11,594,479.

    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 21,084 shares
    Change vs previous 13F +1,525 shares

    0.09% of the 13F portfolio, value $7,593,056.

    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 19,559 shares
    Change vs previous 13F -1,597 shares

    0.07% of the 13F portfolio, value $6,383,312.

    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 21,156 shares
    Change vs previous 13F +1,896 shares

    0.07% of the 13F portfolio, value $5,900,017.

    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 19,260 shares
    Change vs previous 13F +9,836 shares

    0.05% of the 13F portfolio, value $4,072,912.

    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 9,424 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,282,210.

    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).