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Disclosery

Atria Investments, Inc: AEP position timeline

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

Atria Investments, Inc held 95,003 AEP 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 95,003 shares
    Change vs previous 13F +11,638 shares

    0.11% of the 13F portfolio, value $11,271,115.

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

  2. period ended2026-06-30
    13F 83,365 shares
    Change vs previous 13F +13,201 shares

    0.11% of the 13F portfolio, value $11,405,142.

    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 70,164 shares
    Change vs previous 13F -10,504 shares

    0.1% of the 13F portfolio, value $9,197,155.

    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 80,668 shares
    Change vs previous 13F -1,144 shares

    0.11% of the 13F portfolio, value $9,301,842.

    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 81,812 shares
    Change vs previous 13F +1,422 shares

    0.11% of the 13F portfolio, value $9,203,855.

    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 80,390 shares
    Change vs previous 13F -6,503 shares

    0.1% of the 13F portfolio, value $8,341,246.

    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 86,893 shares
    Change vs previous 13F +4,534 shares

    0.12% of the 13F portfolio, value $9,494,817.

    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 82,359 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $7,595,963.

    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).