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Disclosery

Atria Investments, Inc: SPTL position timeline

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

Atria Investments, Inc held 143,021 SPTL 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 143,021 shares
    Change vs previous 13F -26,168 shares

    0.04% of the 13F portfolio, value $3,751,432.

    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 169,189 shares
    Change vs previous 13F +32,326 shares

    0.05% of the 13F portfolio, value $4,449,667.

    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 136,863 shares
    Change vs previous 13F -3,878 shares

    0.04% of the 13F portfolio, value $3,622,769.

    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 140,741 shares
    Change vs previous 13F -14,763 shares

    0.04% of the 13F portfolio, value $3,792,978.

    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 155,504 shares
    Change vs previous 13F +23,769 shares

    0.05% of the 13F portfolio, value $4,133,299.

    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 131,735 shares
    Change vs previous 13F +23,989 shares

    0.05% of the 13F portfolio, value $3,591,087.

    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 107,746 shares
    Change vs previous 13F -3,450 shares

    0.04% of the 13F portfolio, value $2,821,876.

    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 111,196 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $3,232,477.

    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).