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Disclosery

Atria Investments, Inc: XLV position timeline

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

Atria Investments, Inc held 108,061 XLV 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 108,061 shares
    Change vs previous 13F +47,561 shares

    0.18% of the 13F portfolio, value $18,199,588.

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

  2. period ended2026-06-30
    13F 60,500 shares
    Change vs previous 13F +634 shares

    0.1% of the 13F portfolio, value $9,598,869.

    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 59,866 shares
    Change vs previous 13F -36 shares

    0.1% of the 13F portfolio, value $8,776,926.

    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 59,902 shares
    Change vs previous 13F -6,620 shares

    0.11% of the 13F portfolio, value $9,272,826.

    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 66,522 shares
    Change vs previous 13F -34,110 shares

    0.11% of the 13F portfolio, value $9,257,896.

    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 100,632 shares
    Change vs previous 13F -3,376 shares

    0.16% of the 13F portfolio, value $13,564,221.

    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 104,008 shares
    Change vs previous 13F +27,008 shares

    0.19% of the 13F portfolio, value $15,186,137.

    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 77,000 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $10,592,932.

    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).