Skip to content
Disclosery

Atria Investments, Inc: AOS position timeline

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

Atria Investments, Inc held 19,010 AOS 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 19,010 shares
    Change vs previous 13F +367 shares

    0.01% of the 13F portfolio, value $1,192,332.

    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 18,643 shares
    Change vs previous 13F -6,928 shares

    0.01% of the 13F portfolio, value $1,229,346.

    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 25,571 shares
    Change vs previous 13F +4,148 shares

    0.02% of the 13F portfolio, value $1,710,174.

    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 21,423 shares
    Change vs previous 13F +400 shares

    0.02% of the 13F portfolio, value $1,572,643.

    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 21,023 shares
    Change vs previous 13F -6,326 shares

    0.02% of the 13F portfolio, value $1,378,467.

    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 27,349 shares
    Change vs previous 13F +1,431 shares

    0.02% of the 13F portfolio, value $1,787,534.

    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 25,918 shares
    Change vs previous 13F -9,806 shares

    0.02% of the 13F portfolio, value $1,767,873.

    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 35,724 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $3,209,090.

    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).