Skip to content
Disclosery

Atria Investments, Inc: APD position timeline

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

Atria Investments, Inc held 26,714 APD 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 26,714 shares
    Change vs previous 13F -89 shares

    0.08% of the 13F portfolio, value $7,831,943.

    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 26,803 shares
    Change vs previous 13F +81 shares

    0.09% of the 13F portfolio, value $7,786,092.

    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 26,722 shares
    Change vs previous 13F -5,897 shares

    0.08% of the 13F portfolio, value $6,600,779.

    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 32,619 shares
    Change vs previous 13F -7,686 shares

    0.1% of the 13F portfolio, value $8,895,934.

    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 40,305 shares
    Change vs previous 13F +3,114 shares

    0.13% of the 13F portfolio, value $11,368,415.

    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 37,191 shares
    Change vs previous 13F +4,923 shares

    0.14% of the 13F portfolio, value $10,968,353.

    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 32,268 shares
    Change vs previous 13F -2,865 shares

    0.12% of the 13F portfolio, value $9,358,985.

    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 35,133 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $10,460,503.

    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).