Skip to content
Disclosery

Atria Investments, Inc: SOXX position timeline

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

Atria Investments, Inc held 6,410 SOXX 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 6,410 shares
    Change vs previous 13F -3,134 shares

    0.04% of the 13F portfolio, value $3,644,866.

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

  2. period ended2026-06-30
    13F 9,544 shares
    Change vs previous 13F -1,353 shares

    0.06% of the 13F portfolio, value $6,115,273.

    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 10,897 shares
    Change vs previous 13F -670 shares

    0.04% of the 13F portfolio, value $3,581,358.

    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 11,567 shares
    Change vs previous 13F -1,352 shares

    0.04% of the 13F portfolio, value $3,483,297.

    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 12,919 shares
    Change vs previous 13F -529 shares

    0.04% of the 13F portfolio, value $3,502,669.

    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 13,448 shares
    Change vs previous 13F +11,154 shares

    0.04% of the 13F portfolio, value $3,210,070.

    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 2,294 shares
    Change vs previous 13F -674 shares

    0.01% of the 13F portfolio, value $431,659.

    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 2,968 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $639,547.

    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).