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Atria Investments, Inc: AVLV position timeline

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

Atria Investments, Inc held 197,254 AVLV 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 197,254 shares
    Change vs previous 13F +9,657 shares

    0.17% of the 13F portfolio, value $17,839,658.

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

  2. period ended2026-06-30
    13F 187,597 shares
    Change vs previous 13F -5,932 shares

    0.17% of the 13F portfolio, value $17,110,688.

    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 193,529 shares
    Change vs previous 13F +20,082 shares

    0.17% of the 13F portfolio, value $15,600,391.

    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 173,447 shares
    Change vs previous 13F -413 shares

    0.15% of the 13F portfolio, value $13,142,100.

    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 173,860 shares
    Change vs previous 13F +4,862 shares

    0.14% of the 13F portfolio, value $12,563,109.

    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 168,998 shares
    Change vs previous 13F -12,363 shares

    0.14% of the 13F portfolio, value $11,527,384.

    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 181,361 shares
    Change vs previous 13F -363 shares

    0.15% of the 13F portfolio, value $11,826,571.

    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 181,724 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $12,133,727.

    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).