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Atria Investments, Inc: AVUV position timeline

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

Atria Investments, Inc held 204,413 AVUV 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 204,413 shares
    Change vs previous 13F +7,938 shares

    0.23% of the 13F portfolio, value $24,073,742.

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

  2. period ended2026-06-30
    13F 196,475 shares
    Change vs previous 13F -6,284 shares

    0.25% of the 13F portfolio, value $24,512,178.

    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 202,759 shares
    Change vs previous 13F -24,608 shares

    0.25% of the 13F portfolio, value $22,398,773.

    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 227,367 shares
    Change vs previous 13F -11,227 shares

    0.26% of the 13F portfolio, value $23,186,842.

    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 238,594 shares
    Change vs previous 13F -7,234 shares

    0.27% of the 13F portfolio, value $23,747,278.

    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 245,828 shares
    Change vs previous 13F +24,228 shares

    0.26% of the 13F portfolio, value $22,394,902.

    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 221,600 shares
    Change vs previous 13F -5,427 shares

    0.25% of the 13F portfolio, value $19,316,851.

    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 227,027 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $21,914,929.

    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).