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Disclosery

Atria Investments, Inc: STE position timeline

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

Atria Investments, Inc held 8,455 STE 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 8,455 shares
    Change vs previous 13F +4,414 shares

    0.02% of the 13F portfolio, value $1,775,667.

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

  2. period ended2026-06-30
    13F 4,041 shares
    Change vs previous 13F -1,874 shares

    0.01% of the 13F portfolio, value $851,010.

    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 5,915 shares
    Change vs previous 13F -521 shares

    0.01% of the 13F portfolio, value $1,307,924.

    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 6,436 shares
    Change vs previous 13F -270 shares

    0.02% of the 13F portfolio, value $1,631,630.

    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 6,706 shares
    Change vs previous 13F -355 shares

    0.02% of the 13F portfolio, value $1,659,259.

    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 7,061 shares
    Change vs previous 13F -444 shares

    0.02% of the 13F portfolio, value $1,696,129.

    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 7,505 shares
    Change vs previous 13F -3,011 shares

    0.02% of the 13F portfolio, value $1,701,108.

    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 10,516 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,161,697.

    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).