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Atria Investments, Inc: SPYM position timeline

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

Atria Investments, Inc held 252,731 SPYM 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 252,731 shares
    Change vs previous 13F +26,198 shares

    0.22% of the 13F portfolio, value $22,685,103.

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

  2. period ended2026-06-30
    13F 226,533 shares
    Change vs previous 13F +12,277 shares

    0.2% of the 13F portfolio, value $19,907,684.

    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 214,256 shares
    Change vs previous 13F +15,855 shares

    0.18% of the 13F portfolio, value $16,399,134.

    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 198,401 shares
    Change vs previous 13F +14,902 shares

    0.18% of the 13F portfolio, value $15,915,736.

    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 183,499 shares
    Change vs previous 13F -46,152 shares

    0.16% of the 13F portfolio, value $14,375,304.

    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 229,651 shares
    Change vs previous 13F +9,015 shares

    0.2% of the 13F portfolio, value $16,693,325.

    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 220,636 shares
    Change vs previous 13F +11,807 shares

    0.19% of the 13F portfolio, value $14,509,001.

    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 208,829 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $14,396,640.

    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).