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Disclosery

Atria Investments, Inc: STZ position timeline

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

Atria Investments, Inc held 7,942 STZ 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 7,942 shares
    Change vs previous 13F -124 shares

    0.01% of the 13F portfolio, value $897,930.

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

  2. period ended2026-06-30
    13F 8,066 shares
    Change vs previous 13F +432 shares

    0.01% of the 13F portfolio, value $1,121,924.

    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 7,634 shares
    Change vs previous 13F -2,309 shares

    0.01% of the 13F portfolio, value $1,145,160.

    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 9,943 shares
    Change vs previous 13F -1,237 shares

    0.02% of the 13F portfolio, value $1,371,723.

    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 11,180 shares
    Change vs previous 13F -3,988 shares

    0.02% of the 13F portfolio, value $1,505,623.

    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 15,168 shares
    Change vs previous 13F -4,335 shares

    0.03% of the 13F portfolio, value $2,467,452.

    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 19,503 shares
    Change vs previous 13F +851 shares

    0.05% of the 13F portfolio, value $3,579,215.

    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 18,652 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $4,122,183.

    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).