Atria Investments, Inc LTH — LIFE TIME GROUP HOLDINGS INC

Ownership history in Atria Investments, Inc  ·  4 quarters on record

AI Ownership Summary

Atria Investments, Inc reported LIFE TIME GROUP HOLDINGS INC (LTH) in 4 quarterly 13F filings from 2025 Q4 through 2026 Q3. Peak portfolio weight reached 0.01% in 2026 Q3. The latest visible filing shows LTH at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this LTH ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Atria Investments, Inc's position in LIFE TIME GROUP HOLDINGS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q3

LTH was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2026 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q4 to 2026 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

LTH stock page Atria Investments, Inc fund profile Atria Investments, Inc full holdings
How Atria Investments, Inc held LTH — position size vs. price
% of Fund (quarterly)    LTH price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 ADDED — — — 17,726 +3,522 +24.8% 0.01% $707K 2026-10-15 $40.56
2026 Q2 ADDED — — — 14,204 +1,741 +14.0% 0.01% $580K 2026-07-28 $45.63
2026 Q1 ADDED — — — 12,463 +529 +4.4% 0.00% $336K 2026-05-05 $29.38
2025 Q4 INITIATED — — — 11,934 — — 0.00% $317K 2026-02-05 $28.76

🏢 Other funds also holding LTH

As of 2026 Q3 — sorted by position size

BRAUN STACEY ASSOCIATES INC 3Y 7Y 0.78% WEDGE CAPITAL MANAGEMENT L L P/NC 3Y 7Y 0.54% MOODY NATIONAL BANK TRUST DIVISION 3Y 7Y 0.21% ANB BANK 0.1% LPWM LLC 3Y 0.08% Abel Hall, LLC 0.08% Louisiana State Employees Retirement System 3Y 7Y 0.05% State of Alaska, Department of Revenue 3Y 7Y 0.02% Avior Wealth Management, LLC 3Y 7Y 0.01% CoreCap Advisors, LLC 3Y 0.01%

FAQ About Atria Investments, Inc and LTH

These are the practical questions this page is built to answer before you even open the full history table.

How long has Atria Investments, Inc reported owning LTH?

Atria Investments, Inc reported LTH across 4 quarterly 13F filings, from 2025 Q4 through 2026 Q3.

What was the largest reported LTH position in Atria Investments, Inc's portfolio?

The largest reported portfolio weight for LTH was 0.01% in 2026 Q3.

What is the latest reported LTH position on this page?

The most recent filing on this page is 2026 Q3, when Atria Investments, Inc reported 17,726 shares, equal to 0.01% of portfolio, with an estimated market value of $707K.

What does the chart on this LTH ownership page compare?

The chart compares Atria Investments, Inc's quarterly LTH portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Atria Investments, Inc time their LTH position?

Based on 13F filing dates vs. subsequent LTH price moves, Atria Investments, Inc correctly timed 2 out of 3 reported position changes (67%). The annualised alpha on LTH relative to SPY over the holding period was +34.8%.

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