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Disclosery

Atria Investments, Inc: SW position timeline

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

Atria Investments, Inc held 36,931 SW 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 36,931 shares
    Change vs previous 13F +3,540 shares

    0.02% of the 13F portfolio, value $1,708,448.

    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 33,391 shares
    Change vs previous 13F +14,376 shares

    0.01% of the 13F portfolio, value $1,330,641.

    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 19,015 shares
    Change vs previous 13F -5,174 shares

    0.01% of the 13F portfolio, value $735,324.

    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 24,189 shares
    Change vs previous 13F -4,093 shares

    0.01% of the 13F portfolio, value $1,029,746.

    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 28,282 shares
    Change vs previous 13F -15,815 shares

    0.01% of the 13F portfolio, value $1,220,352.

    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 44,097 shares
    Change vs previous 13F +10,035 shares

    0.03% of the 13F portfolio, value $1,986,990.

    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 34,062 shares
    Change vs previous 13F +26,727 shares

    0.02% of the 13F portfolio, value $1,834,591.

    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 7,335 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $362,496.

    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).