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Disclosery

Atria Investments, Inc: AES position timeline

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

Atria Investments, Inc held 12,177 AES 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 12,177 shares
    Change vs previous 13F -61,766 shares

    <0.01% of the 13F portfolio, value $178,516.

    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 73,943 shares
    Change vs previous 13F -35,877 shares

    0.01% of the 13F portfolio, value $1,041,852.

    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 109,820 shares
    Change vs previous 13F -29,020 shares

    0.02% of the 13F portfolio, value $1,574,826.

    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 138,840 shares
    Change vs previous 13F -21,652 shares

    0.02% of the 13F portfolio, value $1,827,139.

    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 160,492 shares
    Change vs previous 13F +42,678 shares

    0.02% of the 13F portfolio, value $1,688,372.

    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 117,814 shares
    Change vs previous 13F +6,401 shares

    0.02% of the 13F portfolio, value $1,463,256.

    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 111,413 shares
    Change vs previous 13F +24,860 shares

    0.02% of the 13F portfolio, value $1,433,882.

    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 86,553 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,736,248.

    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).