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Disclosery

Atria Investments, Inc: SPY position timeline

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

Atria Investments, Inc held 170,306 SPY 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 170,306 shares
    Change vs previous 13F +51,893 shares

    1.27% of the 13F portfolio, value $127,179,127.

    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 118,413 shares
    Change vs previous 13F -17,543 shares

    0.86% of the 13F portfolio, value $77,009,007.

    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 135,956 shares
    Change vs previous 13F +18,964 shares

    1.05% of the 13F portfolio, value $92,711,296.

    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 116,992 shares
    Change vs previous 13F -761 shares

    0.89% of the 13F portfolio, value $77,937,730.

    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 117,753 shares
    Change vs previous 13F +3,328 shares

    0.86% of the 13F portfolio, value $72,753,900.

    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 114,425 shares
    Change vs previous 13F -24,587 shares

    0.82% of the 13F portfolio, value $64,008,349.

    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 139,012 shares
    Change vs previous 13F +20,595 shares

    1.01% of the 13F portfolio, value $81,472,092.

    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 118,417 shares
    Change vs previous 13F not available

    0.84% of the 13F portfolio, value $67,942,813.

    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).