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Atria Investments, Inc: SYK position timeline

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

Atria Investments, Inc held 31,400 SYK 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 31,400 shares
    Change vs previous 13F +10,214 shares

    0.08% of the 13F portfolio, value $8,647,210.

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

  2. period ended2026-06-30
    13F 21,186 shares
    Change vs previous 13F +2,692 shares

    0.07% of the 13F portfolio, value $6,670,276.

    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 18,494 shares
    Change vs previous 13F -3,998 shares

    0.07% of the 13F portfolio, value $6,076,931.

    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 22,492 shares
    Change vs previous 13F -1,873 shares

    0.09% of the 13F portfolio, value $7,905,270.

    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 24,365 shares
    Change vs previous 13F -1,487 shares

    0.1% of the 13F portfolio, value $9,006,986.

    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 25,852 shares
    Change vs previous 13F +210 shares

    0.12% of the 13F portfolio, value $10,227,821.

    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 25,642 shares
    Change vs previous 13F -901 shares

    0.12% of the 13F portfolio, value $9,545,145.

    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 26,543 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $9,556,927.

    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).