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Disclosery

Atria Investments, Inc: AU position timeline

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

Atria Investments, Inc held 2,926 AU 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 2,926 shares
    Change vs previous 13F -776 shares

    <0.01% of the 13F portfolio, value $274,869.

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

  2. period ended2026-06-30
    13F 3,702 shares
    Change vs previous 13F +540 shares

    <0.01% of the 13F portfolio, value $299,440.

    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 3,162 shares
    Change vs previous 13F -266 shares

    <0.01% of the 13F portfolio, value $307,848.

    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 3,428 shares
    Change vs previous 13F -196 shares

    <0.01% of the 13F portfolio, value $292,377.

    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 3,624 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $254,885.

    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).