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Disclosery

Atria Investments, Inc: SPMD position timeline

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

Atria Investments, Inc held 56,911 SPMD 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 56,911 shares
    Change vs previous 13F +525 shares

    0.03% of the 13F portfolio, value $3,587,652.

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

  2. period ended2026-06-30
    13F 56,386 shares
    Change vs previous 13F +636 shares

    0.04% of the 13F portfolio, value $3,809,427.

    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 55,750 shares
    Change vs previous 13F -836 shares

    0.04% of the 13F portfolio, value $3,301,495.

    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 56,586 shares
    Change vs previous 13F +2,631 shares

    0.04% of the 13F portfolio, value $3,276,887.

    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 53,955 shares
    Change vs previous 13F +132 shares

    0.04% of the 13F portfolio, value $3,085,659.

    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 53,823 shares
    Change vs previous 13F +14,369 shares

    0.03% of the 13F portfolio, value $2,926,874.

    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 39,454 shares
    Change vs previous 13F +6,308 shares

    0.03% of the 13F portfolio, value $2,019,264.

    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 33,146 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,812,780.

    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).