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Disclosery

Atria Investments, Inc: SPEM position timeline

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

Atria Investments, Inc held 46,733 SPEM 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 46,733 shares
    Change vs previous 13F +15,833 shares

    0.02% of the 13F portfolio, value $2,419,835.

    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 30,900 shares
    Change vs previous 13F -3,013 shares

    0.02% of the 13F portfolio, value $1,449,519.

    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 33,913 shares
    Change vs previous 13F +4,158 shares

    0.02% of the 13F portfolio, value $1,587,477.

    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 29,755 shares
    Change vs previous 13F +2,636 shares

    0.02% of the 13F portfolio, value $1,392,841.

    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 27,119 shares
    Change vs previous 13F -6,853 shares

    0.01% of the 13F portfolio, value $1,159,081.

    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 33,972 shares
    Change vs previous 13F +7,568 shares

    0.02% of the 13F portfolio, value $1,337,471.

    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 26,404 shares
    Change vs previous 13F -11,371 shares

    0.01% of the 13F portfolio, value $1,013,140.

    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 37,775 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,559,348.

    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).