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Disclosery

Atria Investments, Inc: XLB position timeline

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

Atria Investments, Inc held 59,379 XLB 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 59,379 shares
    Change vs previous 13F +43,798 shares

    0.03% of the 13F portfolio, value $3,018,226.

    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 15,581 shares
    Change vs previous 13F -5,059 shares

    0.01% of the 13F portfolio, value $778,582.

    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 20,640 shares
    Change vs previous 13F +9,793 shares

    0.01% of the 13F portfolio, value $936,007.

    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 10,847 shares
    Change vs previous 13F -881 shares

    0.01% of the 13F portfolio, value $972,108.

    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 11,728 shares
    Change vs previous 13F -3,084 shares

    0.01% of the 13F portfolio, value $1,029,811.

    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 14,812 shares
    Change vs previous 13F +265 shares

    0.02% of the 13F portfolio, value $1,273,570.

    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 14,547 shares
    Change vs previous 13F +8,394 shares

    0.02% of the 13F portfolio, value $1,223,967.

    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 6,153 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $593,041.

    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).