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Disclosery

Atria Investments, Inc: AON position timeline

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

Atria Investments, Inc held 13,297 AON 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 13,297 shares
    Change vs previous 13F +5,003 shares

    0.04% of the 13F portfolio, value $3,680,245.

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

  2. period ended2026-06-30
    13F 8,294 shares
    Change vs previous 13F -4,891 shares

    0.03% of the 13F portfolio, value $2,751,063.

    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 13,185 shares
    Change vs previous 13F -796 shares

    0.05% of the 13F portfolio, value $4,255,903.

    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 13,981 shares
    Change vs previous 13F -2,260 shares

    0.06% of the 13F portfolio, value $4,933,450.

    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 16,241 shares
    Change vs previous 13F -1,128 shares

    0.07% of the 13F portfolio, value $5,791,366.

    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 17,369 shares
    Change vs previous 13F +3,260 shares

    0.07% of the 13F portfolio, value $6,196,677.

    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 14,109 shares
    Change vs previous 13F +8,726 shares

    0.07% of the 13F portfolio, value $5,630,953.

    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 5,383 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,933,403.

    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).