Skip to content
Disclosery

Atria Investments, Inc: AOUT position timeline

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

Atria Investments, Inc held 32,346 AOUT 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 32,346 shares
    Change vs previous 13F +10,380 shares

    <0.01% of the 13F portfolio, value $379,742.

    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 21,966 shares
    Change vs previous 13F -1,208 shares

    <0.01% of the 13F portfolio, value $205,162.

    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 23,174 shares
    Change vs previous 13F -3,116 shares

    <0.01% of the 13F portfolio, value $179,135.

    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 26,290 shares
    Change vs previous 13F -3,546 shares

    <0.01% of the 13F portfolio, value $228,197.

    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 29,836 shares
    Change vs previous 13F -19,930 shares

    <0.01% of the 13F portfolio, value $311,786.

    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 49,766 shares
    Change vs previous 13F -1,523 shares

    0.01% of the 13F portfolio, value $605,155.

    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 51,289 shares
    Change vs previous 13F +5,219 shares

    0.01% of the 13F portfolio, value $781,644.

    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 46,070 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $424,765.

    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).