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Disclosery

Atria Investments, Inc: AROW position timeline

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

Atria Investments, Inc held 25,016 AROW 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 25,016 shares
    Change vs previous 13F +17 shares

    0.01% of the 13F portfolio, value $921,846.

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

  2. period ended2026-06-30
    13F 24,999 shares
    Change vs previous 13F -612 shares

    0.01% of the 13F portfolio, value $1,024,699.

    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 25,611 shares
    Change vs previous 13F -2,726 shares

    0.01% of the 13F portfolio, value $859,761.

    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 28,337 shares
    Change vs previous 13F +2,445 shares

    0.01% of the 13F portfolio, value $889,792.

    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 25,892 shares
    Change vs previous 13F +380 shares

    0.01% of the 13F portfolio, value $732,755.

    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 25,512 shares
    Change vs previous 13F +4,399 shares

    0.01% of the 13F portfolio, value $674,035.

    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 21,113 shares
    Change vs previous 13F +1,345 shares

    0.01% of the 13F portfolio, value $555,062.

    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 19,768 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $567,529.

    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).