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Disclosery

Atria Investments, Inc: ARE position timeline

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

Atria Investments, Inc held 18,463 ARE 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 18,463 shares
    Change vs previous 13F +425 shares

    0.01% of the 13F portfolio, value $876,238.

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

  2. period ended2026-06-30
    13F 18,038 shares
    Change vs previous 13F +2,475 shares

    0.01% of the 13F portfolio, value $953,294.

    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 15,563 shares
    Change vs previous 13F +6,589 shares

    0.01% of the 13F portfolio, value $722,412.

    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 8,974 shares
    Change vs previous 13F -31,968 shares

    <0.01% of the 13F portfolio, value $439,172.

    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 40,942 shares
    Change vs previous 13F +1,785 shares

    0.04% of the 13F portfolio, value $3,412,146.

    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 39,157 shares
    Change vs previous 13F +1,239 shares

    0.03% of the 13F portfolio, value $2,843,973.

    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 37,918 shares
    Change vs previous 13F +13,649 shares

    0.04% of the 13F portfolio, value $3,507,820.

    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 24,269 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,367,473.

    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).