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Atria Investments, Inc: AAPL position timeline

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

Atria Investments, Inc held 486,957 AAPL 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 486,957 shares
    Change vs previous 13F +73,827 shares

    1.58% of the 13F portfolio, value $162,166,355.

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

  2. period ended2026-06-30
    13F 413,130 shares
    Change vs previous 13F -10,466 shares

    1.2% of the 13F portfolio, value $119,543,259.

    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 423,596 shares
    Change vs previous 13F +21,185 shares

    1.2% of the 13F portfolio, value $107,504,422.

    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 402,411 shares
    Change vs previous 13F -9,604 shares

    1.24% of the 13F portfolio, value $109,399,433.

    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 412,015 shares
    Change vs previous 13F +10,843 shares

    1.2% of the 13F portfolio, value $104,911,399.

    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 401,172 shares
    Change vs previous 13F -35,732 shares

    0.97% of the 13F portfolio, value $82,308,511.

    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 436,904 shares
    Change vs previous 13F -35,484 shares

    1.24% of the 13F portfolio, value $97,049,402.

    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 472,388 shares
    Change vs previous 13F not available

    1.47% of the 13F portfolio, value $118,295,439.

    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).