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Disclosery

Atria Investments, Inc: SPMO position timeline

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

Atria Investments, Inc held 7,369 SPMO 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 7,369 shares
    Change vs previous 13F -12,631 shares

    0.01% of the 13F portfolio, value $1,116,988.

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

  2. period ended2026-06-30
    13F 20,000 shares
    Change vs previous 13F -3,724 shares

    0.03% of the 13F portfolio, value $3,230,822.

    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 23,724 shares
    Change vs previous 13F -93,923 shares

    0.03% of the 13F portfolio, value $2,659,710.

    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 117,647 shares
    Change vs previous 13F -8,348 shares

    0.16% of the 13F portfolio, value $14,037,674.

    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 125,995 shares
    Change vs previous 13F -4,200 shares

    0.17% of the 13F portfolio, value $15,252,901.

    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 130,195 shares
    Change vs previous 13F +113,814 shares

    0.17% of the 13F portfolio, value $14,642,982.

    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 16,381 shares
    Change vs previous 13F +1,329 shares

    0.02% of the 13F portfolio, value $1,515,734.

    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 15,052 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,430,091.

    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).