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Disclosery

Atria Investments, Inc: SWK position timeline

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

Atria Investments, Inc held 15,137 SWK 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 15,137 shares
    Change vs previous 13F +2,177 shares

    0.01% of the 13F portfolio, value $1,424,736.

    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 12,960 shares
    Change vs previous 13F -6,935 shares

    0.01% of the 13F portfolio, value $920,961.

    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 19,895 shares
    Change vs previous 13F +6,455 shares

    0.02% of the 13F portfolio, value $1,477,772.

    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 13,440 shares
    Change vs previous 13F +4,639 shares

    0.01% of the 13F portfolio, value $998,965.

    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 8,801 shares
    Change vs previous 13F +1,217 shares

    0.01% of the 13F portfolio, value $596,280.

    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 7,584 shares
    Change vs previous 13F -2,100 shares

    0.01% of the 13F portfolio, value $583,088.

    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 9,684 shares
    Change vs previous 13F +1,948 shares

    0.01% of the 13F portfolio, value $777,515.

    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 7,736 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $851,939.

    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).