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Disclosery

Atria Investments, Inc: XLK position timeline

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

Atria Investments, Inc held 232,603 XLK 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 232,603 shares
    Change vs previous 13F +625 shares

    0.44% of the 13F portfolio, value $45,532,095.

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

  2. period ended2026-06-30
    13F 231,978 shares
    Change vs previous 13F +34,050 shares

    0.44% of the 13F portfolio, value $44,196,493.

    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 197,928 shares
    Change vs previous 13F +40,234 shares

    0.29% of the 13F portfolio, value $26,304,608.

    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 157,694 shares
    Change vs previous 13F +63,773 shares

    0.26% of the 13F portfolio, value $22,703,256.

    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 93,921 shares
    Change vs previous 13F -10,259 shares

    0.3% of the 13F portfolio, value $26,472,668.

    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 104,180 shares
    Change vs previous 13F +24,851 shares

    0.31% of the 13F portfolio, value $26,381,512.

    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 79,329 shares
    Change vs previous 13F -24,517 shares

    0.21% of the 13F portfolio, value $16,379,766.

    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 103,846 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $24,146,199.

    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).