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Atria Investments, Inc: ACIO position timeline

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

Atria Investments, Inc held 83,861 ACIO 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 83,861 shares
    Change vs previous 13F +2,014 shares

    0.04% of the 13F portfolio, value $3,869,333.

    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 81,847 shares
    Change vs previous 13F -1,371 shares

    0.04% of the 13F portfolio, value $3,434,283.

    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 83,218 shares
    Change vs previous 13F +10,912 shares

    0.04% of the 13F portfolio, value $3,636,646.

    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 72,306 shares
    Change vs previous 13F +11,837 shares

    0.04% of the 13F portfolio, value $3,140,270.

    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 60,469 shares
    Change vs previous 13F +4,170 shares

    0.03% of the 13F portfolio, value $2,503,417.

    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 56,299 shares
    Change vs previous 13F +1,359 shares

    0.03% of the 13F portfolio, value $2,178,208.

    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 54,940 shares
    Change vs previous 13F -1,691 shares

    0.03% of the 13F portfolio, value $2,210,786.

    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 56,631 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,250,516.

    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).