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Disclosery

Atria Investments, Inc: SON position timeline

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

Atria Investments, Inc held 60,966 SON 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 60,966 shares
    Change vs previous 13F +3,038 shares

    0.03% of the 13F portfolio, value $2,976,344.

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

  2. period ended2026-06-30
    13F 57,928 shares
    Change vs previous 13F +25,215 shares

    0.03% of the 13F portfolio, value $3,264,225.

    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 32,713 shares
    Change vs previous 13F -4,103 shares

    0.02% of the 13F portfolio, value $1,769,455.

    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 36,816 shares
    Change vs previous 13F -5,418 shares

    0.02% of the 13F portfolio, value $1,606,651.

    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 42,234 shares
    Change vs previous 13F +4,204 shares

    0.02% of the 13F portfolio, value $1,819,847.

    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 38,030 shares
    Change vs previous 13F +4,440 shares

    0.02% of the 13F portfolio, value $1,656,603.

    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 33,590 shares
    Change vs previous 13F +3,638 shares

    0.02% of the 13F portfolio, value $1,586,783.

    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 29,952 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,463,159.

    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).