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Disclosery

Atria Investments, Inc: XSOE position timeline

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

Atria Investments, Inc held 108,584 XSOE 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 108,584 shares
    Change vs previous 13F -1,522 shares

    0.05% of the 13F portfolio, value $5,087,139.

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

  2. period ended2026-06-30
    13F 110,106 shares
    Change vs previous 13F -52,007 shares

    0.05% of the 13F portfolio, value $5,415,021.

    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 162,113 shares
    Change vs previous 13F -2,094 shares

    0.07% of the 13F portfolio, value $6,500,742.

    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 164,207 shares
    Change vs previous 13F -13,587 shares

    0.07% of the 13F portfolio, value $6,407,367.

    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 177,794 shares
    Change vs previous 13F -5,186 shares

    0.08% of the 13F portfolio, value $6,745,512.

    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 182,980 shares
    Change vs previous 13F +13,954 shares

    0.07% of the 13F portfolio, value $6,309,156.

    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 169,026 shares
    Change vs previous 13F +4,577 shares

    0.07% of the 13F portfolio, value $5,217,837.

    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 164,449 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $5,012,409.

    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).