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Disclosery

Atria Investments, Inc: STT position timeline

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

Atria Investments, Inc held 9,642 STT shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,642 shares
    Change vs previous 13F -381 shares

    0.02% of the 13F portfolio, value $1,635,286.

    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).

  2. period ended2026-03-31
    13F 10,023 shares
    Change vs previous 13F +125 shares

    0.01% of the 13F portfolio, value $1,268,489.

    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).

  3. period ended2025-12-31
    13F 9,898 shares
    Change vs previous 13F -53 shares

    0.01% of the 13F portfolio, value $1,276,981.

    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).

  4. period ended2025-09-30
    13F 9,951 shares
    Change vs previous 13F -471 shares

    0.01% of the 13F portfolio, value $1,154,467.

    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).

  5. period ended2025-06-30
    13F 10,422 shares
    Change vs previous 13F -360 shares

    0.01% of the 13F portfolio, value $1,108,259.

    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).

  6. period ended2025-03-31
    13F 10,782 shares
    Change vs previous 13F +1,216 shares

    0.01% of the 13F portfolio, value $965,317.

    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).

  7. period ended2024-12-31
    13F 9,566 shares
    Change vs previous 13F -3,218 shares

    0.01% of the 13F portfolio, value $938,925.

    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).

  8. period ended2024-09-30
    13F 12,784 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,130,994.

    13F-HR 0001535865-24-000019 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).