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Disclosery

Atria Investments, Inc: XYL position timeline

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

Atria Investments, Inc held 15,843 XYL 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 15,843 shares
    Change vs previous 13F +111 shares

    0.02% of the 13F portfolio, value $1,604,446.

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

  2. period ended2026-06-30
    13F 15,732 shares
    Change vs previous 13F -3,440 shares

    0.02% of the 13F portfolio, value $1,859,737.

    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 19,172 shares
    Change vs previous 13F +305 shares

    0.03% of the 13F portfolio, value $2,291,023.

    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 18,867 shares
    Change vs previous 13F -530 shares

    0.03% of the 13F portfolio, value $2,569,285.

    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 19,397 shares
    Change vs previous 13F +1,523 shares

    0.03% of the 13F portfolio, value $2,861,112.

    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 17,874 shares
    Change vs previous 13F -5,170 shares

    0.03% of the 13F portfolio, value $2,312,152.

    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 23,044 shares
    Change vs previous 13F -12,570 shares

    0.04% of the 13F portfolio, value $2,752,833.

    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 35,614 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $4,131,966.

    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).