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Atria Investments, Inc: XLE position timeline

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

Atria Investments, Inc held 356,593 XLE 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 356,593 shares
    Change vs previous 13F +140,343 shares

    0.19% of the 13F portfolio, value $18,938,676.

    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 216,250 shares
    Change vs previous 13F +9,260 shares

    0.15% of the 13F portfolio, value $13,247,474.

    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 206,990 shares
    Change vs previous 13F +104,662 shares

    0.11% of the 13F portfolio, value $9,254,525.

    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 102,328 shares
    Change vs previous 13F -1,266 shares

    0.1% of the 13F portfolio, value $9,141,973.

    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 103,594 shares
    Change vs previous 13F +5,701 shares

    0.1% of the 13F portfolio, value $8,785,830.

    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 97,893 shares
    Change vs previous 13F -58,063 shares

    0.12% of the 13F portfolio, value $9,148,098.

    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 155,956 shares
    Change vs previous 13F +8,822 shares

    0.17% of the 13F portfolio, value $13,359,222.

    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 147,134 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $12,918,331.

    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).