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Atria Investments, Inc: XMMO position timeline

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

Atria Investments, Inc held 15,619 XMMO 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 15,619 shares
    Change vs previous 13F -1,649 shares

    0.02% of the 13F portfolio, value $2,292,094.

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

  2. period ended2026-06-30
    13F 17,268 shares
    Change vs previous 13F +986 shares

    0.03% of the 13F portfolio, value $2,937,976.

    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 16,282 shares
    Change vs previous 13F +7,477 shares

    0.03% of the 13F portfolio, value $2,361,191.

    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 8,805 shares
    Change vs previous 13F +125 shares

    0.01% of the 13F portfolio, value $1,219,162.

    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 8,680 shares
    Change vs previous 13F -18,894 shares

    0.01% of the 13F portfolio, value $1,173,754.

    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 27,574 shares
    Change vs previous 13F +11,495 shares

    0.04% of the 13F portfolio, value $3,546,867.

    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 16,079 shares
    Change vs previous 13F +205 shares

    0.02% of the 13F portfolio, value $1,829,148.

    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 15,874 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,960,854.

    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).