Skip to content
Disclosery

Atria Investments, Inc: XLC position timeline

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

Atria Investments, Inc held 74,016 XLC 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 74,016 shares
    Change vs previous 13F -8,540 shares

    0.08% of the 13F portfolio, value $7,929,363.

    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 82,556 shares
    Change vs previous 13F -5,410 shares

    0.1% of the 13F portfolio, value $9,152,113.

    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 87,966 shares
    Change vs previous 13F -5,265 shares

    0.12% of the 13F portfolio, value $10,355,377.

    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 93,231 shares
    Change vs previous 13F -7,228 shares

    0.13% of the 13F portfolio, value $11,035,708.

    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 100,459 shares
    Change vs previous 13F +23,705 shares

    0.13% of the 13F portfolio, value $10,902,810.

    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 76,754 shares
    Change vs previous 13F +2,261 shares

    0.09% of the 13F portfolio, value $7,402,964.

    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 74,493 shares
    Change vs previous 13F +4,482 shares

    0.09% of the 13F portfolio, value $7,211,696.

    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 70,011 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $6,329,026.

    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).