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Atria Investments, Inc: AGOX position timeline

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

Atria Investments, Inc held 6,107 AGOX 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 6,107 shares
    Change vs previous 13F -6,238 shares

    <0.01% of the 13F portfolio, value $203,749.

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

  2. period ended2026-06-30
    13F 12,345 shares
    Change vs previous 13F -181 shares

    <0.01% of the 13F portfolio, value $427,880.

    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 12,526 shares
    Change vs previous 13F -27 shares

    <0.01% of the 13F portfolio, value $333,444.

    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 12,553 shares
    Change vs previous 13F -1,703 shares

    <0.01% of the 13F portfolio, value $358,505.

    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 14,256 shares
    Change vs previous 13F +322 shares

    0.01% of the 13F portfolio, value $437,595.

    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 13,934 shares
    Change vs previous 13F -32 shares

    <0.01% of the 13F portfolio, value $412,166.

    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 13,966 shares
    Change vs previous 13F +454 shares

    <0.01% of the 13F portfolio, value $341,677.

    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 13,512 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $366,946.

    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).