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Disclosery

Atria Investments, Inc: XLG position timeline

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

Atria Investments, Inc held 0 XLG 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 0 shares
    Change vs previous 13F -93,174 shares

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2026-06-30
    13F 93,174 shares
    Change vs previous 13F -64,689 shares

    0.06% of the 13F portfolio, value $5,705,017.

    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 157,863 shares
    Change vs previous 13F -11,461 shares

    0.1% of the 13F portfolio, value $8,611,410.

    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 169,324 shares
    Change vs previous 13F +4,489 shares

    0.11% of the 13F portfolio, value $10,037,505.

    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 164,835 shares
    Change vs previous 13F -28,974 shares

    0.11% of the 13F portfolio, value $9,481,321.

    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 193,809 shares
    Change vs previous 13F -7,677 shares

    0.12% of the 13F portfolio, value $10,097,465.

    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 201,486 shares
    Change vs previous 13F +108,880 shares

    0.12% of the 13F portfolio, value $9,272,398.

    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 92,606 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $4,626,596.

    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).