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Disclosery

Atria Investments, Inc: SUNB position timeline

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

Atria Investments, Inc held 12,341 SUNB 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 12,341 shares
    Change vs previous 13F +1,754 shares

    0.01% of the 13F portfolio, value $903,459.

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

  2. period ended2026-06-30
    13F 10,587 shares
    Change vs previous 13F +1,579 shares

    0.01% of the 13F portfolio, value $792,013.

    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 9,008 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $586,331.

    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).