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Disclosery

Atria Investments, Inc: SMIG position timeline

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

Atria Investments, Inc held 70,567 SMIG 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 70,567 shares
    Change vs previous 13F -3,433 shares

    0.02% of the 13F portfolio, value $2,181,229.

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

  2. period ended2026-06-30
    13F 74,000 shares
    Change vs previous 13F +375 shares

    0.02% of the 13F portfolio, value $2,427,937.

    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 73,625 shares
    Change vs previous 13F +35,636 shares

    0.02% of the 13F portfolio, value $2,160,898.

    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 37,989 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,094,083.

    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).