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Atria Investments, Inc: AVEM position timeline

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

Atria Investments, Inc held 25,281 AVEM 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 25,281 shares
    Change vs previous 13F -7,606 shares

    0.02% of the 13F portfolio, value $2,439,356.

    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 32,887 shares
    Change vs previous 13F -11,808 shares

    0.03% of the 13F portfolio, value $2,650,071.

    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 44,695 shares
    Change vs previous 13F +22,636 shares

    0.04% of the 13F portfolio, value $3,442,420.

    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 22,059 shares
    Change vs previous 13F +6,104 shares

    0.02% of the 13F portfolio, value $1,656,851.

    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 15,955 shares
    Change vs previous 13F -25,159 shares

    0.01% of the 13F portfolio, value $1,093,556.

    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 41,114 shares
    Change vs previous 13F +5,454 shares

    0.03% of the 13F portfolio, value $2,473,829.

    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 35,660 shares
    Change vs previous 13F +1,625 shares

    0.03% of the 13F portfolio, value $2,096,451.

    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 34,035 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,198,661.

    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).