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Disclosery

Atria Investments, Inc: SPAB position timeline

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

Atria Investments, Inc held 141,842 SPAB shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 141,842 shares
    Change vs previous 13F +19,570 shares

    0.04% of the 13F portfolio, value $3,619,808.

    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).

  2. period ended2026-03-31
    13F 122,272 shares
    Change vs previous 13F +29,162 shares

    0.04% of the 13F portfolio, value $3,132,609.

    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).

  3. period ended2025-12-31
    13F 93,110 shares
    Change vs previous 13F +35,285 shares

    0.03% of the 13F portfolio, value $2,397,583.

    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).

  4. period ended2025-09-30
    13F 57,825 shares
    Change vs previous 13F +1,014 shares

    0.02% of the 13F portfolio, value $1,494,776.

    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).

  5. period ended2025-06-30
    13F 56,811 shares
    Change vs previous 13F +7,914 shares

    0.02% of the 13F portfolio, value $1,454,362.

    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).

  6. period ended2025-03-31
    13F 48,897 shares
    Change vs previous 13F +23,850 shares

    0.02% of the 13F portfolio, value $1,248,829.

    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).

  7. period ended2024-12-31
    13F 25,047 shares
    Change vs previous 13F -11,469 shares

    0.01% of the 13F portfolio, value $625,925.

    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).

  8. period ended2024-09-30
    13F 36,516 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $954,522.

    13F-HR 0001535865-24-000019 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).