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Atria Investments, Inc: APAM position timeline

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

Atria Investments, Inc held 16,045 APAM 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 16,045 shares
    Change vs previous 13F -1,453 shares

    0.01% of the 13F portfolio, value $554,024.

    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 17,498 shares
    Change vs previous 13F -1,725 shares

    0.01% of the 13F portfolio, value $636,769.

    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 19,223 shares
    Change vs previous 13F -1,331 shares

    0.01% of the 13F portfolio, value $783,146.

    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 20,554 shares
    Change vs previous 13F -520 shares

    0.01% of the 13F portfolio, value $892,033.

    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 21,074 shares
    Change vs previous 13F +698 shares

    0.01% of the 13F portfolio, value $934,198.

    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 20,376 shares
    Change vs previous 13F +326 shares

    0.01% of the 13F portfolio, value $796,721.

    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 20,050 shares
    Change vs previous 13F +2,057 shares

    0.01% of the 13F portfolio, value $863,155.

    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 17,993 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $779,459.

    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).