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Atria Investments, Inc: AVB position timeline

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

Atria Investments, Inc held 11,311 AVB 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 11,311 shares
    Change vs previous 13F -708 shares

    0.02% of the 13F portfolio, value $2,134,352.

    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 12,019 shares
    Change vs previous 13F +1,100 shares

    0.02% of the 13F portfolio, value $1,963,311.

    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 10,919 shares
    Change vs previous 13F -2,045 shares

    0.02% of the 13F portfolio, value $1,979,752.

    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 12,964 shares
    Change vs previous 13F +2,163 shares

    0.03% of the 13F portfolio, value $2,504,343.

    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 10,801 shares
    Change vs previous 13F +2,308 shares

    0.03% of the 13F portfolio, value $2,198,051.

    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 8,493 shares
    Change vs previous 13F -1,511 shares

    0.02% of the 13F portfolio, value $1,822,786.

    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 10,004 shares
    Change vs previous 13F -5,483 shares

    0.03% of the 13F portfolio, value $2,200,564.

    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 15,487 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $3,488,476.

    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).