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Atria Investments, Inc: AVDE position timeline

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

Atria Investments, Inc held 15,887 AVDE 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 15,887 shares
    Change vs previous 13F +3,255 shares

    0.01% of the 13F portfolio, value $1,431,554.

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

  2. period ended2026-06-30
    13F 12,632 shares
    Change vs previous 13F +490 shares

    0.01% of the 13F portfolio, value $1,126,778.

    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 12,142 shares
    Change vs previous 13F -13,739 shares

    0.01% of the 13F portfolio, value $1,030,133.

    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 25,881 shares
    Change vs previous 13F +9,624 shares

    0.02% of the 13F portfolio, value $2,130,524.

    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 16,257 shares
    Change vs previous 13F +8,314 shares

    0.01% of the 13F portfolio, value $1,282,677.

    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 7,943 shares
    Change vs previous 13F +3,201 shares

    0.01% of the 13F portfolio, value $587,866.

    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 4,742 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $314,252.

    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).