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Disclosery

Atria Investments, Inc: SNDR position timeline

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

Atria Investments, Inc held 26,072 SNDR 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 26,072 shares
    Change vs previous 13F +1,373 shares

    0.01% of the 13F portfolio, value $952,403.

    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 24,699 shares
    Change vs previous 13F -4,681 shares

    0.01% of the 13F portfolio, value $651,076.

    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 29,380 shares
    Change vs previous 13F +373 shares

    0.01% of the 13F portfolio, value $779,451.

    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 29,007 shares
    Change vs previous 13F -4,978 shares

    0.01% of the 13F portfolio, value $613,793.

    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 33,985 shares
    Change vs previous 13F -6,022 shares

    0.01% of the 13F portfolio, value $820,741.

    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 40,007 shares
    Change vs previous 13F +1,071 shares

    0.01% of the 13F portfolio, value $914,154.

    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 38,936 shares
    Change vs previous 13F -459 shares

    0.01% of the 13F portfolio, value $1,140,053.

    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 39,395 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,124,335.

    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).