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Disclosery

Atria Investments, Inc: AIT position timeline

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

Atria Investments, Inc held 1,196 AIT 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 1,196 shares
    Change vs previous 13F +444 shares

    <0.01% of the 13F portfolio, value $397,576.

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

  2. period ended2026-06-30
    13F 752 shares
    Change vs previous 13F -1,097 shares

    <0.01% of the 13F portfolio, value $254,399.

    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 1,849 shares
    Change vs previous 13F -260 shares

    0.01% of the 13F portfolio, value $490,447.

    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 2,109 shares
    Change vs previous 13F -339 shares

    0.01% of the 13F portfolio, value $541,610.

    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 2,448 shares
    Change vs previous 13F -235 shares

    0.01% of the 13F portfolio, value $639,086.

    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 2,683 shares
    Change vs previous 13F -1,381 shares

    0.01% of the 13F portfolio, value $623,654.

    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 4,064 shares
    Change vs previous 13F -994 shares

    0.01% of the 13F portfolio, value $915,726.

    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 5,058 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,211,348.

    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).