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Disclosery

Atria Investments, Inc: AER position timeline

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

Atria Investments, Inc held 11,444 AER 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 11,444 shares
    Change vs previous 13F +826 shares

    0.02% of the 13F portfolio, value $1,642,459.

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

  2. period ended2026-06-30
    13F 10,618 shares
    Change vs previous 13F +212 shares

    0.02% of the 13F portfolio, value $1,547,899.

    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 10,406 shares
    Change vs previous 13F +3,907 shares

    0.02% of the 13F portfolio, value $1,427,495.

    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 6,499 shares
    Change vs previous 13F +401 shares

    0.01% of the 13F portfolio, value $934,296.

    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 6,098 shares
    Change vs previous 13F -210 shares

    0.01% of the 13F portfolio, value $737,858.

    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 6,308 shares
    Change vs previous 13F -8,148 shares

    0.01% of the 13F portfolio, value $738,036.

    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 14,456 shares
    Change vs previous 13F -1,251 shares

    0.02% of the 13F portfolio, value $1,476,970.

    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 15,707 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,503,202.

    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).