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Disclosery

Atria Investments, Inc: ACGL position timeline

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

Atria Investments, Inc held 28,309 ACGL shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 28,309 shares
    Change vs previous 13F -331 shares

    0.03% of the 13F portfolio, value $2,747,658.

    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).

  2. period ended2026-03-31
    13F 28,640 shares
    Change vs previous 13F -2,012 shares

    0.03% of the 13F portfolio, value $2,749,141.

    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).

  3. period ended2025-12-31
    13F 30,652 shares
    Change vs previous 13F -1,020 shares

    0.03% of the 13F portfolio, value $2,940,127.

    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).

  4. period ended2025-09-30
    13F 31,672 shares
    Change vs previous 13F -8,774 shares

    0.03% of the 13F portfolio, value $2,873,588.

    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).

  5. period ended2025-06-30
    13F 40,446 shares
    Change vs previous 13F +523 shares

    0.04% of the 13F portfolio, value $3,682,596.

    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).

  6. period ended2025-03-31
    13F 39,923 shares
    Change vs previous 13F +11,423 shares

    0.05% of the 13F portfolio, value $3,839,824.

    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).

  7. period ended2024-12-31
    13F 28,500 shares
    Change vs previous 13F -3,383 shares

    0.03% of the 13F portfolio, value $2,632,004.

    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).

  8. period ended2024-09-30
    13F 31,883 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $3,567,070.

    13F-HR 0001535865-24-000019 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).