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Atria Investments, Inc: SOVF position timeline

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

Atria Investments, Inc held 25,439 SOVF 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 25,439 shares
    Change vs previous 13F -1,154 shares

    0.01% of the 13F portfolio, value $756,627.

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

  2. period ended2026-06-30
    13F 26,593 shares
    Change vs previous 13F -11,287 shares

    0.01% of the 13F portfolio, value $790,230.

    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 37,880 shares
    Change vs previous 13F +295 shares

    0.01% of the 13F portfolio, value $1,015,563.

    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 37,585 shares
    Change vs previous 13F -1,377 shares

    0.01% of the 13F portfolio, value $1,096,730.

    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 38,962 shares
    Change vs previous 13F -14,747 shares

    0.01% of the 13F portfolio, value $1,179,910.

    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 53,709 shares
    Change vs previous 13F +43,304 shares

    0.02% of the 13F portfolio, value $1,619,863.

    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 10,405 shares
    Change vs previous 13F -1,330 shares

    <0.01% of the 13F portfolio, value $309,143.

    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 11,735 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $360,851.

    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).