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Disclosery

Atria Investments, Inc: ADT position timeline

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

Atria Investments, Inc held 13,679 ADT shares at 2026-09-30 per its 13F-HR filed 2026-10-15.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 13,679 shares
    Change vs previous 13F +13,679 shares

    <0.01% of the 13F portfolio, value $83,168.

    13F-HR 0001535865-26-000012 filed by Atria Investments, Inc
    Accepted , ingested

  2. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -10,368 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  3. period ended2025-12-31
    13F 10,368 shares
    Change vs previous 13F -6,709 shares

    <0.01% of the 13F portfolio, value $83,670.

    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 17,077 shares
    Change vs previous 13F +1,958 shares

    <0.01% of the 13F portfolio, value $148,738.

    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 15,119 shares
    Change vs previous 13F +1,803 shares

    <0.01% of the 13F portfolio, value $128,061.

    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 13,316 shares
    Change vs previous 13F -1,692 shares

    <0.01% of the 13F portfolio, value $108,392.

    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 15,008 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $103,705.

    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).