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Atria Investments, Inc: ASX position timeline

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

Atria Investments, Inc held 38,586 ASX 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 38,586 shares
    Change vs previous 13F +1,386 shares

    0.02% of the 13F portfolio, value $1,740,990.

    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 37,200 shares
    Change vs previous 13F -12,975 shares

    0.01% of the 13F portfolio, value $806,500.

    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 50,175 shares
    Change vs previous 13F -1,613 shares

    0.01% of the 13F portfolio, value $807,825.

    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 51,788 shares
    Change vs previous 13F -1,349 shares

    0.01% of the 13F portfolio, value $574,333.

    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 53,137 shares
    Change vs previous 13F +4,884 shares

    0.01% of the 13F portfolio, value $548,902.

    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 48,253 shares
    Change vs previous 13F +4,182 shares

    0.01% of the 13F portfolio, value $422,698.

    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 44,071 shares
    Change vs previous 13F -44,185 shares

    0.01% of the 13F portfolio, value $443,792.

    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 88,256 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $861,375.

    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).