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Disclosery

Atria Investments, Inc: ALRM position timeline

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

Atria Investments, Inc held 15,051 ALRM 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 15,051 shares
    Change vs previous 13F +1,138 shares

    0.01% of the 13F portfolio, value $703,183.

    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 13,913 shares
    Change vs previous 13F +5,414 shares

    0.01% of the 13F portfolio, value $600,902.

    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 8,499 shares
    Change vs previous 13F +172 shares

    <0.01% of the 13F portfolio, value $433,619.

    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 8,327 shares
    Change vs previous 13F -501 shares

    0.01% of the 13F portfolio, value $441,997.

    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 8,828 shares
    Change vs previous 13F +339 shares

    0.01% of the 13F portfolio, value $499,400.

    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 8,489 shares
    Change vs previous 13F +2,705 shares

    0.01% of the 13F portfolio, value $472,413.

    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 5,784 shares
    Change vs previous 13F -856 shares

    <0.01% of the 13F portfolio, value $351,667.

    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 6,640 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $363,009.

    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).