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Disclosery

Atria Investments, Inc: SPYV position timeline

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

Atria Investments, Inc held 45,797 SPYV 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 45,797 shares
    Change vs previous 13F +357 shares

    0.03% of the 13F portfolio, value $2,799,543.

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

  2. period ended2026-06-30
    13F 45,440 shares
    Change vs previous 13F -2,701 shares

    0.03% of the 13F portfolio, value $2,762,289.

    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 48,141 shares
    Change vs previous 13F -1,855 shares

    0.03% of the 13F portfolio, value $2,723,821.

    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 49,996 shares
    Change vs previous 13F -5,676 shares

    0.03% of the 13F portfolio, value $2,840,266.

    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 55,672 shares
    Change vs previous 13F -12,270 shares

    0.04% of the 13F portfolio, value $3,080,314.

    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 67,942 shares
    Change vs previous 13F -104,183 shares

    0.04% of the 13F portfolio, value $3,556,082.

    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 172,125 shares
    Change vs previous 13F +20,693 shares

    0.11% of the 13F portfolio, value $8,790,436.

    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 151,432 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $7,744,253.

    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).