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Disclosery

Atria Investments, Inc: SPDW position timeline

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

Atria Investments, Inc held 381,823 SPDW 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 381,823 shares
    Change vs previous 13F -37,031 shares

    0.19% of the 13F portfolio, value $19,240,066.

    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 418,854 shares
    Change vs previous 13F +22,202 shares

    0.21% of the 13F portfolio, value $19,120,693.

    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 396,652 shares
    Change vs previous 13F -10,477 shares

    0.2% of the 13F portfolio, value $17,615,323.

    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 407,129 shares
    Change vs previous 13F -63,351 shares

    0.2% of the 13F portfolio, value $17,421,032.

    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 470,480 shares
    Change vs previous 13F +66,231 shares

    0.22% of the 13F portfolio, value $19,049,731.

    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 404,249 shares
    Change vs previous 13F -113,366 shares

    0.19% of the 13F portfolio, value $14,718,717.

    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 517,615 shares
    Change vs previous 13F +17,643 shares

    0.22% of the 13F portfolio, value $17,666,210.

    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 499,972 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $18,778,966.

    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).