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Disclosery

Atria Investments, Inc: AIN position timeline

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

Atria Investments, Inc held 9,227 AIN 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 9,227 shares
    Change vs previous 13F +532 shares

    0.01% of the 13F portfolio, value $550,004.

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

  2. period ended2026-06-30
    13F 8,695 shares
    Change vs previous 13F +1,924 shares

    0.01% of the 13F portfolio, value $647,755.

    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 6,771 shares
    Change vs previous 13F -2,772 shares

    <0.01% of the 13F portfolio, value $353,529.

    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 9,543 shares
    Change vs previous 13F -423 shares

    0.01% of the 13F portfolio, value $483,840.

    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 9,966 shares
    Change vs previous 13F -2,939 shares

    0.01% of the 13F portfolio, value $531,208.

    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 12,905 shares
    Change vs previous 13F -1,141 shares

    0.01% of the 13F portfolio, value $905,043.

    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 14,046 shares
    Change vs previous 13F -2,103 shares

    0.01% of the 13F portfolio, value $969,737.

    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 16,149 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,291,415.

    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).