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Atria Investments, Inc: AVGO position timeline

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

Atria Investments, Inc held 263,119 AVGO 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 263,119 shares
    Change vs previous 13F +25,081 shares

    0.9% of the 13F portfolio, value $92,404,937.

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

  2. period ended2026-06-30
    13F 238,038 shares
    Change vs previous 13F -7,814 shares

    0.9% of the 13F portfolio, value $89,918,717.

    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 245,852 shares
    Change vs previous 13F -21,040 shares

    0.85% of the 13F portfolio, value $76,093,803.

    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 266,892 shares
    Change vs previous 13F -8,975 shares

    1.05% of the 13F portfolio, value $92,371,211.

    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 275,867 shares
    Change vs previous 13F +13,794 shares

    1.04% of the 13F portfolio, value $91,011,394.

    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 262,073 shares
    Change vs previous 13F +4,099 shares

    0.85% of the 13F portfolio, value $72,240,476.

    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 257,974 shares
    Change vs previous 13F -16,330 shares

    0.55% of the 13F portfolio, value $43,192,629.

    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).

  8. period ended2024-12-31
    13F 274,304 shares
    Change vs previous 13F not available

    0.79% of the 13F portfolio, value $63,594,527.

    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).