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Disclosery

Atria Investments, Inc: SNEX position timeline

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

Atria Investments, Inc held 19,360 SNEX 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 19,360 shares
    Change vs previous 13F -11,240 shares

    0.02% of the 13F portfolio, value $2,294,102.

    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 30,600 shares
    Change vs previous 13F +10,101 shares

    0.03% of the 13F portfolio, value $2,467,893.

    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 20,499 shares
    Change vs previous 13F +949 shares

    0.02% of the 13F portfolio, value $1,950,072.

    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 19,550 shares
    Change vs previous 13F +1,287 shares

    0.02% of the 13F portfolio, value $1,972,986.

    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 18,263 shares
    Change vs previous 13F +6,404 shares

    0.02% of the 13F portfolio, value $1,664,490.

    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 11,859 shares
    Change vs previous 13F +2,843 shares

    0.01% of the 13F portfolio, value $905,791.

    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 9,016 shares
    Change vs previous 13F +904 shares

    0.01% of the 13F portfolio, value $883,299.

    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 8,112 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $664,211.

    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).