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Disclosery

Atria Investments, Inc: XSMO position timeline

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

Atria Investments, Inc held 61,399 XSMO 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 61,399 shares
    Change vs previous 13F +1,974 shares

    0.05% of the 13F portfolio, value $5,008,930.

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

  2. period ended2026-06-30
    13F 59,425 shares
    Change vs previous 13F -3,393 shares

    0.06% of the 13F portfolio, value $5,563,999.

    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 62,818 shares
    Change vs previous 13F -12,591 shares

    0.05% of the 13F portfolio, value $4,775,401.

    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 75,409 shares
    Change vs previous 13F +2,413 shares

    0.06% of the 13F portfolio, value $5,430,173.

    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 72,996 shares
    Change vs previous 13F +21,345 shares

    0.06% of the 13F portfolio, value $5,370,296.

    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 51,651 shares
    Change vs previous 13F +8,927 shares

    0.04% of the 13F portfolio, value $3,513,318.

    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 42,724 shares
    Change vs previous 13F +24,874 shares

    0.03% of the 13F portfolio, value $2,680,936.

    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 17,850 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,180,058.

    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).