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Atria Investments, Inc: SSNC position timeline

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

Atria Investments, Inc held 57,609 SSNC 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 57,609 shares
    Change vs previous 13F +4,659 shares

    0.04% of the 13F portfolio, value $4,439,912.

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

  2. period ended2026-06-30
    13F 52,950 shares
    Change vs previous 13F +40,829 shares

    0.03% of the 13F portfolio, value $3,285,527.

    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 12,121 shares
    Change vs previous 13F -1,485 shares

    0.01% of the 13F portfolio, value $819,036.

    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 13,606 shares
    Change vs previous 13F -3,175 shares

    0.01% of the 13F portfolio, value $1,189,395.

    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 16,781 shares
    Change vs previous 13F -1,048 shares

    0.02% of the 13F portfolio, value $1,489,466.

    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 17,829 shares
    Change vs previous 13F +1,069 shares

    0.02% of the 13F portfolio, value $1,476,279.

    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 16,760 shares
    Change vs previous 13F +1,595 shares

    0.02% of the 13F portfolio, value $1,399,934.

    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 15,165 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,149,166.

    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).