Skip to content
Disclosery

Atria Investments, Inc: XLY position timeline

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

Atria Investments, Inc held 96,374 XLY 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 96,374 shares
    Change vs previous 13F +14,514 shares

    0.1% of the 13F portfolio, value $10,489,397.

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

  2. period ended2026-06-30
    13F 81,860 shares
    Change vs previous 13F +6,249 shares

    0.1% of the 13F portfolio, value $9,600,581.

    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 75,611 shares
    Change vs previous 13F +17,722 shares

    0.09% of the 13F portfolio, value $8,240,053.

    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 57,889 shares
    Change vs previous 13F +18,185 shares

    0.08% of the 13F portfolio, value $6,912,534.

    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 39,704 shares
    Change vs previous 13F -63 shares

    0.11% of the 13F portfolio, value $9,514,666.

    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 39,767 shares
    Change vs previous 13F +4,742 shares

    0.1% of the 13F portfolio, value $8,642,473.

    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 35,025 shares
    Change vs previous 13F -8,999 shares

    0.09% of the 13F portfolio, value $6,916,089.

    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 44,024 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $9,876,699.

    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).