Skip to content
Disclosery

Atria Investments, Inc: APPF position timeline

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

Atria Investments, Inc held 3,503 APPF 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 3,503 shares
    Change vs previous 13F -902 shares

    0.01% of the 13F portfolio, value $561,706.

    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 4,405 shares
    Change vs previous 13F +585 shares

    0.01% of the 13F portfolio, value $695,197.

    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 3,820 shares
    Change vs previous 13F -209 shares

    0.01% of the 13F portfolio, value $888,723.

    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 4,029 shares
    Change vs previous 13F +199 shares

    0.01% of the 13F portfolio, value $1,110,634.

    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 3,830 shares
    Change vs previous 13F +178 shares

    0.01% of the 13F portfolio, value $881,972.

    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 3,652 shares
    Change vs previous 13F +2,596 shares

    0.01% of the 13F portfolio, value $803,075.

    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 1,056 shares
    Change vs previous 13F +134 shares

    <0.01% of the 13F portfolio, value $260,536.

    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 922 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $217,039.

    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).