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Disclosery

Atria Investments, Inc: ALLE position timeline

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

Atria Investments, Inc held 20,046 ALLE shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 20,046 shares
    Change vs previous 13F -2,436 shares

    0.03% of the 13F portfolio, value $2,816,319.

    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).

  2. period ended2026-03-31
    13F 22,482 shares
    Change vs previous 13F -296 shares

    0.04% of the 13F portfolio, value $3,266,476.

    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).

  3. period ended2025-12-31
    13F 22,778 shares
    Change vs previous 13F -2,788 shares

    0.04% of the 13F portfolio, value $3,626,644.

    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).

  4. period ended2025-09-30
    13F 25,566 shares
    Change vs previous 13F -1,131 shares

    0.05% of the 13F portfolio, value $4,534,212.

    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).

  5. period ended2025-06-30
    13F 26,697 shares
    Change vs previous 13F +6,201 shares

    0.05% of the 13F portfolio, value $3,847,629.

    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).

  6. period ended2025-03-31
    13F 20,496 shares
    Change vs previous 13F -247 shares

    0.03% of the 13F portfolio, value $2,673,910.

    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).

  7. period ended2024-12-31
    13F 20,743 shares
    Change vs previous 13F -1,576 shares

    0.03% of the 13F portfolio, value $2,710,655.

    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).

  8. period ended2024-09-30
    13F 22,319 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $3,252,720.

    13F-HR 0001535865-24-000019 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).