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Disclosery

Atria Investments, Inc: ALLW position timeline

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

Atria Investments, Inc held 325,392 ALLW 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 325,392 shares
    Change vs previous 13F +104,818 shares

    0.09% of the 13F portfolio, value $9,296,450.

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

  2. period ended2026-06-30
    13F 220,574 shares
    Change vs previous 13F +50,300 shares

    0.06% of the 13F portfolio, value $6,456,206.

    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 170,274 shares
    Change vs previous 13F +6,780 shares

    0.05% of the 13F portfolio, value $4,912,401.

    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 163,494 shares
    Change vs previous 13F +2,146 shares

    0.05% of the 13F portfolio, value $4,494,450.

    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 161,348 shares
    Change vs previous 13F +65,808 shares

    0.05% of the 13F portfolio, value $4,498,382.

    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 95,540 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,490,728.

    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).