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Disclosery

Atria Investments, Inc: SONY position timeline

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

Atria Investments, Inc held 212,586 SONY 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 212,586 shares
    Change vs previous 13F +16,037 shares

    0.05% of the 13F portfolio, value $5,002,137.

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

  2. period ended2026-06-30
    13F 196,549 shares
    Change vs previous 13F -35,001 shares

    0.04% of the 13F portfolio, value $3,942,781.

    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 231,550 shares
    Change vs previous 13F -9,732 shares

    0.05% of the 13F portfolio, value $4,793,079.

    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 241,282 shares
    Change vs previous 13F +2,990 shares

    0.07% of the 13F portfolio, value $6,176,823.

    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 238,292 shares
    Change vs previous 13F -27,091 shares

    0.08% of the 13F portfolio, value $6,860,426.

    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 265,383 shares
    Change vs previous 13F +2,667 shares

    0.08% of the 13F portfolio, value $6,907,932.

    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 262,716 shares
    Change vs previous 13F -107,538 shares

    0.09% of the 13F portfolio, value $6,670,354.

    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 370,254 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $7,834,582.

    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).