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Disclosery

Atria Investments, Inc: XLP position timeline

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

Atria Investments, Inc held 13,552 XLP 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 13,552 shares
    Change vs previous 13F -49,434 shares

    0.01% of the 13F portfolio, value $1,125,762.

    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 62,986 shares
    Change vs previous 13F -22,792 shares

    0.06% of the 13F portfolio, value $5,163,582.

    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 85,778 shares
    Change vs previous 13F +699 shares

    0.08% of the 13F portfolio, value $6,663,254.

    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 85,079 shares
    Change vs previous 13F -12,669 shares

    0.08% of the 13F portfolio, value $6,667,647.

    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 97,748 shares
    Change vs previous 13F +4,898 shares

    0.09% of the 13F portfolio, value $7,914,636.

    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 92,850 shares
    Change vs previous 13F +27,184 shares

    0.1% of the 13F portfolio, value $7,583,045.

    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 65,666 shares
    Change vs previous 13F -27,808 shares

    0.06% of the 13F portfolio, value $5,162,019.

    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 93,474 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $7,758,376.

    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).