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Atria Investments, Inc: AGGY position timeline

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

Atria Investments, Inc held 208,892 AGGY 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 208,892 shares
    Change vs previous 13F +8,737 shares

    0.08% of the 13F portfolio, value $8,602,189.

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

  2. period ended2026-06-30
    13F 200,155 shares
    Change vs previous 13F -63,331 shares

    0.09% of the 13F portfolio, value $8,702,729.

    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 263,486 shares
    Change vs previous 13F +1,719 shares

    0.13% of the 13F portfolio, value $11,448,478.

    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 261,767 shares
    Change vs previous 13F -13,335 shares

    0.13% of the 13F portfolio, value $11,530,804.

    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 275,102 shares
    Change vs previous 13F +24,638 shares

    0.14% of the 13F portfolio, value $12,178,779.

    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 250,464 shares
    Change vs previous 13F -15,106 shares

    0.13% of the 13F portfolio, value $10,927,727.

    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 265,570 shares
    Change vs previous 13F -10,798 shares

    0.15% of the 13F portfolio, value $11,533,710.

    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 276,368 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $11,861,704.

    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).