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Disclosery

Atria Investments, Inc: APG position timeline

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

Atria Investments, Inc held 14,465 APG 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 14,465 shares
    Change vs previous 13F +212 shares

    0.01% of the 13F portfolio, value $612,593.

    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 14,253 shares
    Change vs previous 13F -654 shares

    0.01% of the 13F portfolio, value $577,532.

    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 14,907 shares
    Change vs previous 13F +3,260 shares

    0.01% of the 13F portfolio, value $570,342.

    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 11,647 shares
    Change vs previous 13F +4,005 shares

    <0.01% of the 13F portfolio, value $400,308.

    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 7,642 shares
    Change vs previous 13F +557 shares

    <0.01% of the 13F portfolio, value $390,124.

    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 7,085 shares
    Change vs previous 13F -4,822 shares

    <0.01% of the 13F portfolio, value $253,360.

    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 11,907 shares
    Change vs previous 13F -765 shares

    0.01% of the 13F portfolio, value $428,295.

    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 12,672 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $418,429.

    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).