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Disclosery

Atria Investments, Inc: AMT position timeline

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

Atria Investments, Inc held 37,017 AMT 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 37,017 shares
    Change vs previous 13F -5,263 shares

    0.06% of the 13F portfolio, value $6,054,916.

    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 42,280 shares
    Change vs previous 13F +17,447 shares

    0.08% of the 13F portfolio, value $7,296,755.

    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 24,833 shares
    Change vs previous 13F -7,162 shares

    0.05% of the 13F portfolio, value $4,359,994.

    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 31,995 shares
    Change vs previous 13F -2,298 shares

    0.07% of the 13F portfolio, value $6,153,224.

    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 34,293 shares
    Change vs previous 13F +924 shares

    0.09% of the 13F portfolio, value $7,579,367.

    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 33,369 shares
    Change vs previous 13F -4,662 shares

    0.09% of the 13F portfolio, value $7,261,016.

    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 38,031 shares
    Change vs previous 13F -6,699 shares

    0.09% of the 13F portfolio, value $6,975,311.

    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 44,730 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $10,402,340.

    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).