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Atria Investments, Inc: AIZ position timeline

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

Atria Investments, Inc held 3,669 AIZ 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 3,669 shares
    Change vs previous 13F +1,934 shares

    0.01% of the 13F portfolio, value $966,682.

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

  2. period ended2026-06-30
    13F 1,735 shares
    Change vs previous 13F +759 shares

    <0.01% of the 13F portfolio, value $465,884.

    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 976 shares
    Change vs previous 13F -77 shares

    <0.01% of the 13F portfolio, value $212,558.

    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 1,053 shares
    Change vs previous 13F +25 shares

    <0.01% of the 13F portfolio, value $253,571.

    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 1,028 shares
    Change vs previous 13F -465 shares

    <0.01% of the 13F portfolio, value $222,571.

    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 1,493 shares
    Change vs previous 13F +225 shares

    <0.01% of the 13F portfolio, value $294,766.

    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 1,268 shares
    Change vs previous 13F -1,087 shares

    <0.01% of the 13F portfolio, value $265,894.

    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 2,355 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $502,228.

    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).