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Atria Investments, Inc: ADP position timeline

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

Atria Investments, Inc held 43,886 ADP 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 43,886 shares
    Change vs previous 13F -2,166 shares

    0.1% of the 13F portfolio, value $9,828,216.

    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 46,052 shares
    Change vs previous 13F -12,723 shares

    0.1% of the 13F portfolio, value $9,356,815.

    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 58,775 shares
    Change vs previous 13F -6,093 shares

    0.17% of the 13F portfolio, value $15,118,693.

    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 64,868 shares
    Change vs previous 13F -1,668 shares

    0.22% of the 13F portfolio, value $19,038,777.

    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 66,536 shares
    Change vs previous 13F -508 shares

    0.24% of the 13F portfolio, value $20,519,652.

    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 67,044 shares
    Change vs previous 13F -3,633 shares

    0.26% of the 13F portfolio, value $20,483,935.

    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 70,677 shares
    Change vs previous 13F +7,137 shares

    0.26% of the 13F portfolio, value $20,689,160.

    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 63,540 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $17,583,491.

    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).