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Atria Investments, Inc: SPGI position timeline

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

Atria Investments, Inc held 18,802 SPGI 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 18,802 shares
    Change vs previous 13F +1,752 shares

    0.08% of the 13F portfolio, value $7,657,178.

    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 17,050 shares
    Change vs previous 13F -2,330 shares

    0.08% of the 13F portfolio, value $7,252,174.

    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 19,380 shares
    Change vs previous 13F -1,286 shares

    0.12% of the 13F portfolio, value $10,127,905.

    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 20,666 shares
    Change vs previous 13F -231 shares

    0.11% of the 13F portfolio, value $10,058,407.

    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 20,897 shares
    Change vs previous 13F -2,594 shares

    0.13% of the 13F portfolio, value $11,018,806.

    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 23,491 shares
    Change vs previous 13F -5,648 shares

    0.15% of the 13F portfolio, value $11,935,694.

    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 29,139 shares
    Change vs previous 13F -745 shares

    0.18% of the 13F portfolio, value $14,511,910.

    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 29,884 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $15,438,588.

    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).