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Disclosery

Atria Investments, Inc: AJG position timeline

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

Atria Investments, Inc held 25,696 AJG 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 25,696 shares
    Change vs previous 13F +4,916 shares

    0.06% of the 13F portfolio, value $5,861,428.

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

  2. period ended2026-06-30
    13F 20,780 shares
    Change vs previous 13F +3,751 shares

    0.05% of the 13F portfolio, value $4,770,503.

    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 17,029 shares
    Change vs previous 13F -845 shares

    0.04% of the 13F portfolio, value $3,688,181.

    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 17,874 shares
    Change vs previous 13F -3,638 shares

    0.05% of the 13F portfolio, value $4,625,535.

    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 21,512 shares
    Change vs previous 13F -3,889 shares

    0.08% of the 13F portfolio, value $6,663,223.

    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 25,401 shares
    Change vs previous 13F +301 shares

    0.1% of the 13F portfolio, value $8,131,521.

    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 25,100 shares
    Change vs previous 13F -5,493 shares

    0.11% of the 13F portfolio, value $8,665,374.

    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 30,593 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $8,683,907.

    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).