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Atria Investments, Inc: SPHQ position timeline

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

Atria Investments, Inc held 27,436 SPHQ 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 27,436 shares
    Change vs previous 13F +1,115 shares

    0.02% of the 13F portfolio, value $2,306,855.

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

  2. period ended2026-06-30
    13F 26,321 shares
    Change vs previous 13F -51,318 shares

    0.02% of the 13F portfolio, value $2,371,500.

    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 77,639 shares
    Change vs previous 13F +13,321 shares

    0.07% of the 13F portfolio, value $5,837,639.

    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 64,318 shares
    Change vs previous 13F -9,449 shares

    0.05% of the 13F portfolio, value $4,827,061.

    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 73,767 shares
    Change vs previous 13F +130 shares

    0.06% of the 13F portfolio, value $5,406,408.

    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 73,637 shares
    Change vs previous 13F +68,050 shares

    0.06% of the 13F portfolio, value $5,247,361.

    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 5,587 shares
    Change vs previous 13F -11,490 shares

    <0.01% of the 13F portfolio, value $370,642.

    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 17,077 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,144,671.

    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).