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Disclosery

Atria Investments, Inc: ARES position timeline

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

Atria Investments, Inc held 12,561 ARES 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 12,561 shares
    Change vs previous 13F +3,542 shares

    0.01% of the 13F portfolio, value $1,459,189.

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

  2. period ended2026-06-30
    13F 9,019 shares
    Change vs previous 13F -5,777 shares

    0.01% of the 13F portfolio, value $1,003,887.

    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 14,796 shares
    Change vs previous 13F -4,058 shares

    0.02% of the 13F portfolio, value $1,614,235.

    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 18,854 shares
    Change vs previous 13F +67 shares

    0.03% of the 13F portfolio, value $3,047,409.

    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 18,787 shares
    Change vs previous 13F +4,293 shares

    0.03% of the 13F portfolio, value $3,003,933.

    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 14,494 shares
    Change vs previous 13F +809 shares

    0.03% of the 13F portfolio, value $2,510,306.

    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 13,685 shares
    Change vs previous 13F +5,544 shares

    0.03% of the 13F portfolio, value $2,006,324.

    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 8,141 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,441,168.

    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).