Skip to content
Disclosery

Atria Investments, Inc: ACWI position timeline

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

Atria Investments, Inc held 48,858 ACWI 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 48,858 shares
    Change vs previous 13F +6,230 shares

    0.08% of the 13F portfolio, value $7,669,304.

    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 42,628 shares
    Change vs previous 13F -4,919 shares

    0.07% of the 13F portfolio, value $5,898,430.

    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 47,547 shares
    Change vs previous 13F +1,404 shares

    0.08% of the 13F portfolio, value $6,727,468.

    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 46,143 shares
    Change vs previous 13F +3,911 shares

    0.07% of the 13F portfolio, value $6,378,808.

    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 42,232 shares
    Change vs previous 13F -122 shares

    0.06% of the 13F portfolio, value $5,431,035.

    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 42,354 shares
    Change vs previous 13F -13,779 shares

    0.06% of the 13F portfolio, value $4,929,582.

    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 56,133 shares
    Change vs previous 13F +12,472 shares

    0.08% of the 13F portfolio, value $6,595,628.

    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 43,661 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $5,219,673.

    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).