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Atria Investments, Inc: APO position timeline

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

Atria Investments, Inc held 42,261 APO shares at 2026-09-30 per its 13F-HR filed 2026-10-15.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 42,261 shares
    Change vs previous 13F +8,546 shares

    0.05% of the 13F portfolio, value $4,904,838.

    13F-HR 0001535865-26-000012 filed by Atria Investments, Inc
    Accepted , ingested

  2. period ended2026-06-30
    13F 33,715 shares
    Change vs previous 13F +9,969 shares

    0.04% of the 13F portfolio, value $3,988,833.

    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).

  3. period ended2026-03-31
    13F 23,746 shares
    Change vs previous 13F +2,675 shares

    0.03% of the 13F portfolio, value $2,645,789.

    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).

  4. period ended2025-12-31
    13F 21,071 shares
    Change vs previous 13F -8,120 shares

    0.03% of the 13F portfolio, value $3,050,273.

    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).

  5. period ended2025-09-30
    13F 29,191 shares
    Change vs previous 13F -1,333 shares

    0.04% of the 13F portfolio, value $3,890,324.

    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).

  6. period ended2025-06-30
    13F 30,524 shares
    Change vs previous 13F -208 shares

    0.05% of the 13F portfolio, value $4,330,438.

    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).

  7. period ended2025-03-31
    13F 30,732 shares
    Change vs previous 13F +13,280 shares

    0.05% of the 13F portfolio, value $4,208,401.

    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).

  8. period ended2024-12-31
    13F 17,452 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $2,882,365.

    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).