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Disclosery

Atria Investments, Inc: AEG position timeline

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

Atria Investments, Inc held 10,280 AEG 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 10,280 shares
    Change vs previous 13F +101 shares

    <0.01% of the 13F portfolio, value $88,716.

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

  2. period ended2026-06-30
    13F 10,179 shares
    Change vs previous 13F -2,412 shares

    <0.01% of the 13F portfolio, value $85,911.

    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).

  3. period ended2026-03-31
    13F 12,591 shares
    Change vs previous 13F -39,706 shares

    <0.01% of the 13F portfolio, value $91,411.

    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).

  4. period ended2025-12-31
    13F 52,297 shares
    Change vs previous 13F -725 shares

    <0.01% of the 13F portfolio, value $403,210.

    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).

  5. period ended2025-09-30
    13F 53,022 shares
    Change vs previous 13F -184 shares

    <0.01% of the 13F portfolio, value $423,646.

    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).

  6. period ended2025-06-30
    13F 53,206 shares
    Change vs previous 13F +646 shares

    <0.01% of the 13F portfolio, value $385,211.

    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).

  7. period ended2025-03-31
    13F 52,560 shares
    Change vs previous 13F +6,365 shares

    <0.01% of the 13F portfolio, value $346,370.

    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).

  8. period ended2024-12-31
    13F 46,195 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $272,089.

    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).