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Disclosery

Atria Investments, Inc: SU position timeline

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

Atria Investments, Inc held 5,997 SU 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 5,997 shares
    Change vs previous 13F +505 shares

    <0.01% of the 13F portfolio, value $407,016.

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

  2. period ended2026-06-30
    13F 5,492 shares
    Change vs previous 13F -41 shares

    <0.01% of the 13F portfolio, value $294,811.

    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 5,533 shares
    Change vs previous 13F -1,281 shares

    <0.01% of the 13F portfolio, value $365,787.

    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 6,814 shares
    Change vs previous 13F +89 shares

    <0.01% of the 13F portfolio, value $302,269.

    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 6,725 shares
    Change vs previous 13F -1,278 shares

    <0.01% of the 13F portfolio, value $281,182.

    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 8,003 shares
    Change vs previous 13F -894 shares

    <0.01% of the 13F portfolio, value $299,716.

    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 8,897 shares
    Change vs previous 13F -1,902 shares

    <0.01% of the 13F portfolio, value $344,492.

    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 10,799 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $385,315.

    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).