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Disclosery

Atria Investments, Inc: ADI position timeline

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

Atria Investments, Inc held 58,683 ADI 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 58,683 shares
    Change vs previous 13F -362 shares

    0.23% of the 13F portfolio, value $23,307,288.

    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 59,045 shares
    Change vs previous 13F -340 shares

    0.21% of the 13F portfolio, value $18,784,475.

    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 59,385 shares
    Change vs previous 13F -1,341 shares

    0.18% of the 13F portfolio, value $16,105,091.

    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 60,726 shares
    Change vs previous 13F +6,917 shares

    0.17% of the 13F portfolio, value $14,920,262.

    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 53,809 shares
    Change vs previous 13F +2,028 shares

    0.15% of the 13F portfolio, value $12,807,550.

    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 51,781 shares
    Change vs previous 13F +47 shares

    0.13% of the 13F portfolio, value $10,442,773.

    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 51,734 shares
    Change vs previous 13F +3,281 shares

    0.14% of the 13F portfolio, value $10,991,427.

    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 48,453 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $11,152,537.

    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).