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Disclosery

Atria Investments, Inc: XLF position timeline

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

Atria Investments, Inc held 186,464 XLF 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 186,464 shares
    Change vs previous 13F -79,916 shares

    0.1% of the 13F portfolio, value $9,957,204.

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

  2. period ended2026-06-30
    13F 266,380 shares
    Change vs previous 13F +24,841 shares

    0.14% of the 13F portfolio, value $14,280,623.

    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 241,539 shares
    Change vs previous 13F -18,289 shares

    0.13% of the 13F portfolio, value $11,924,775.

    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 259,828 shares
    Change vs previous 13F -2,213 shares

    0.16% of the 13F portfolio, value $14,230,779.

    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 262,041 shares
    Change vs previous 13F -19,079 shares

    0.16% of the 13F portfolio, value $14,116,175.

    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 281,120 shares
    Change vs previous 13F -81,086 shares

    0.17% of the 13F portfolio, value $14,722,272.

    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 362,206 shares
    Change vs previous 13F +33,248 shares

    0.23% of the 13F portfolio, value $18,041,480.

    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 328,958 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $15,898,534.

    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).