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Disclosery

Atria Investments, Inc: SNY position timeline

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

Atria Investments, Inc held 143,750 SNY 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 143,750 shares
    Change vs previous 13F +38,095 shares

    0.06% of the 13F portfolio, value $5,926,832.

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

  2. period ended2026-06-30
    13F 105,655 shares
    Change vs previous 13F -40,415 shares

    0.05% of the 13F portfolio, value $4,507,255.

    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 146,070 shares
    Change vs previous 13F +13,354 shares

    0.08% of the 13F portfolio, value $7,037,647.

    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 132,716 shares
    Change vs previous 13F +15,416 shares

    0.07% of the 13F portfolio, value $6,431,398.

    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 117,300 shares
    Change vs previous 13F -16,347 shares

    0.06% of the 13F portfolio, value $5,536,541.

    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 133,647 shares
    Change vs previous 13F +14,475 shares

    0.08% of the 13F portfolio, value $6,456,502.

    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 119,172 shares
    Change vs previous 13F +13,139 shares

    0.08% of the 13F portfolio, value $6,609,297.

    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 106,033 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $5,113,955.

    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).