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Disclosery

Atria Investments, Inc: SYY position timeline

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

Atria Investments, Inc held 39,980 SYY 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 39,980 shares
    Change vs previous 13F +670 shares

    0.03% of the 13F portfolio, value $3,116,832.

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

  2. period ended2026-06-30
    13F 39,310 shares
    Change vs previous 13F +178 shares

    0.03% of the 13F portfolio, value $3,285,542.

    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 39,132 shares
    Change vs previous 13F +1,384 shares

    0.03% of the 13F portfolio, value $2,791,268.

    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 37,748 shares
    Change vs previous 13F +52 shares

    0.03% of the 13F portfolio, value $2,781,636.

    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 37,696 shares
    Change vs previous 13F +2,388 shares

    0.04% of the 13F portfolio, value $3,103,892.

    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 35,308 shares
    Change vs previous 13F +2,428 shares

    0.03% of the 13F portfolio, value $2,674,249.

    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 32,880 shares
    Change vs previous 13F -8,005 shares

    0.03% of the 13F portfolio, value $2,467,332.

    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 40,885 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $3,126,037.

    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).