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Disclosery

Atria Investments, Inc: XLI position timeline

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

Atria Investments, Inc held 36,093 XLI 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 36,093 shares
    Change vs previous 13F -12,908 shares

    0.06% of the 13F portfolio, value $6,026,884.

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

  2. period ended2026-06-30
    13F 49,001 shares
    Change vs previous 13F +36,100 shares

    0.09% of the 13F portfolio, value $9,076,547.

    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 12,901 shares
    Change vs previous 13F -6,590 shares

    0.02% of the 13F portfolio, value $2,086,531.

    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 19,491 shares
    Change vs previous 13F -855 shares

    0.03% of the 13F portfolio, value $3,023,484.

    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 20,346 shares
    Change vs previous 13F -5,892 shares

    0.04% of the 13F portfolio, value $3,137,909.

    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 26,238 shares
    Change vs previous 13F -22,188 shares

    0.05% of the 13F portfolio, value $3,870,696.

    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 48,426 shares
    Change vs previous 13F -1,092 shares

    0.08% of the 13F portfolio, value $6,347,257.

    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 49,518 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $6,524,538.

    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).