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Disclosery

Atria Investments, Inc: XBI position timeline

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

Atria Investments, Inc held 14,044 XBI 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 14,044 shares
    Change vs previous 13F +2,769 shares

    0.02% of the 13F portfolio, value $2,214,394.

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

  2. period ended2026-06-30
    13F 11,275 shares
    Change vs previous 13F +3,035 shares

    0.02% of the 13F portfolio, value $1,784,205.

    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 8,240 shares
    Change vs previous 13F +1,039 shares

    0.01% of the 13F portfolio, value $1,052,432.

    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 7,201 shares
    Change vs previous 13F +2,511 shares

    0.01% of the 13F portfolio, value $877,957.

    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 4,690 shares
    Change vs previous 13F -1,621 shares

    0.01% of the 13F portfolio, value $469,955.

    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 6,311 shares
    Change vs previous 13F -3,597 shares

    0.01% of the 13F portfolio, value $523,383.

    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 9,908 shares
    Change vs previous 13F -151 shares

    0.01% of the 13F portfolio, value $803,549.

    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 10,059 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $905,925.

    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).