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Disclosery

Atria Investments, Inc: AGG position timeline

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

Atria Investments, Inc held 86,520 AGG 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 86,520 shares
    Change vs previous 13F +862 shares

    0.08% of the 13F portfolio, value $8,179,554.

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

  2. period ended2026-06-30
    13F 85,658 shares
    Change vs previous 13F -408,822 shares

    0.08% of the 13F portfolio, value $8,478,470.

    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 494,480 shares
    Change vs previous 13F +163,226 shares

    0.55% of the 13F portfolio, value $49,087,049.

    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 331,254 shares
    Change vs previous 13F +46,330 shares

    0.38% of the 13F portfolio, value $33,085,610.

    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 284,924 shares
    Change vs previous 13F +101,418 shares

    0.33% of the 13F portfolio, value $28,563,642.

    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 183,506 shares
    Change vs previous 13F +94,332 shares

    0.21% of the 13F portfolio, value $18,203,772.

    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 89,174 shares
    Change vs previous 13F +20,005 shares

    0.11% of the 13F portfolio, value $8,821,051.

    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 69,169 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $6,702,502.

    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).