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Atria Investments, Inc: SPTM position timeline

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

Atria Investments, Inc held 89,364 SPTM 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 89,364 shares
    Change vs previous 13F +8,471 shares

    0.08% of the 13F portfolio, value $8,113,347.

    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 80,893 shares
    Change vs previous 13F -2,330 shares

    0.07% of the 13F portfolio, value $6,395,433.

    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 83,223 shares
    Change vs previous 13F -2,587 shares

    0.08% of the 13F portfolio, value $6,865,863.

    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 85,810 shares
    Change vs previous 13F -13,170 shares

    0.08% of the 13F portfolio, value $6,920,558.

    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 98,980 shares
    Change vs previous 13F -9,448 shares

    0.09% of the 13F portfolio, value $7,412,605.

    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 108,428 shares
    Change vs previous 13F +3,363 shares

    0.09% of the 13F portfolio, value $7,374,171.

    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 105,065 shares
    Change vs previous 13F +22,621 shares

    0.09% of the 13F portfolio, value $7,504,827.

    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 82,444 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $5,775,992.

    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).