Skip to content
Disclosery

Atria Investments, Inc: SPIB position timeline

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

Atria Investments, Inc held 40,465 SPIB 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 40,465 shares
    Change vs previous 13F +4,755 shares

    0.01% of the 13F portfolio, value $1,306,210.

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

  2. period ended2026-06-30
    13F 35,710 shares
    Change vs previous 13F -2,860 shares

    0.01% of the 13F portfolio, value $1,194,857.

    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 38,570 shares
    Change vs previous 13F +12,234 shares

    0.01% of the 13F portfolio, value $1,293,638.

    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 26,336 shares
    Change vs previous 13F -2,862 shares

    0.01% of the 13F portfolio, value $890,403.

    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 29,198 shares
    Change vs previous 13F -39,117 shares

    0.01% of the 13F portfolio, value $989,529.

    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 68,315 shares
    Change vs previous 13F -3,367 shares

    0.03% of the 13F portfolio, value $2,294,027.

    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 71,682 shares
    Change vs previous 13F +1,389 shares

    0.03% of the 13F portfolio, value $2,382,705.

    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 70,293 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,302,809.

    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).