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Disclosery

Atria Investments, Inc: SOLV position timeline

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

Atria Investments, Inc held 12,093 SOLV 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 12,093 shares
    Change vs previous 13F -4,949 shares

    0.01% of the 13F portfolio, value $1,066,026.

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

  2. period ended2026-06-30
    13F 17,042 shares
    Change vs previous 13F -476 shares

    0.01% of the 13F portfolio, value $1,314,815.

    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 17,518 shares
    Change vs previous 13F +671 shares

    0.01% of the 13F portfolio, value $1,143,946.

    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 16,847 shares
    Change vs previous 13F -662 shares

    0.02% of the 13F portfolio, value $1,334,982.

    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 17,509 shares
    Change vs previous 13F +2,876 shares

    0.01% of the 13F portfolio, value $1,278,180.

    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 14,633 shares
    Change vs previous 13F +3,232 shares

    0.01% of the 13F portfolio, value $1,109,791.

    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 11,401 shares
    Change vs previous 13F -956 shares

    0.01% of the 13F portfolio, value $866,932.

    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 12,357 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $816,305.

    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).