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Atria Investments, Inc: SPYG position timeline

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

Atria Investments, Inc held 71,176 SPYG 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 71,176 shares
    Change vs previous 13F -1,580 shares

    0.09% of the 13F portfolio, value $8,760,363.

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

  2. period ended2026-06-30
    13F 72,756 shares
    Change vs previous 13F +2,330 shares

    0.09% of the 13F portfolio, value $8,657,183.

    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 70,426 shares
    Change vs previous 13F -35,171 shares

    0.08% of the 13F portfolio, value $6,895,448.

    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 105,597 shares
    Change vs previous 13F +2,317 shares

    0.13% of the 13F portfolio, value $11,267,182.

    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 103,280 shares
    Change vs previous 13F -4,226 shares

    0.12% of the 13F portfolio, value $10,793,742.

    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 107,506 shares
    Change vs previous 13F -47,530 shares

    0.12% of the 13F portfolio, value $10,247,496.

    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 155,036 shares
    Change vs previous 13F -484 shares

    0.16% of the 13F portfolio, value $12,460,261.

    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 155,520 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $13,670,178.

    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).