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Atria Investments, Inc: SPSB position timeline

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

Atria Investments, Inc held 823,528 SPSB 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 823,528 shares
    Change vs previous 13F +119,257 shares

    0.25% of the 13F portfolio, value $24,714,072.

    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 704,271 shares
    Change vs previous 13F +65,638 shares

    0.24% of the 13F portfolio, value $21,177,433.

    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 638,633 shares
    Change vs previous 13F +93,814 shares

    0.22% of the 13F portfolio, value $19,286,717.

    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 544,819 shares
    Change vs previous 13F +123,621 shares

    0.19% of the 13F portfolio, value $16,502,579.

    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 421,198 shares
    Change vs previous 13F -125,019 shares

    0.15% of the 13F portfolio, value $12,715,976.

    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 546,217 shares
    Change vs previous 13F +173,441 shares

    0.21% of the 13F portfolio, value $16,441,137.

    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 372,776 shares
    Change vs previous 13F +42,517 shares

    0.14% of the 13F portfolio, value $11,131,101.

    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 330,259 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $10,000,236.

    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).