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Disclosery

Atria Investments, Inc: AVY position timeline

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

Atria Investments, Inc held 12,036 AVY 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 12,036 shares
    Change vs previous 13F +293 shares

    0.02% of the 13F portfolio, value $2,054,158.

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

  2. period ended2026-06-30
    13F 11,743 shares
    Change vs previous 13F +612 shares

    0.02% of the 13F portfolio, value $1,906,527.

    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 11,131 shares
    Change vs previous 13F +321 shares

    0.02% of the 13F portfolio, value $1,922,071.

    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).

  4. period ended2025-12-31
    13F 10,810 shares
    Change vs previous 13F +3 shares

    0.02% of the 13F portfolio, value $1,966,155.

    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 10,807 shares
    Change vs previous 13F +1,766 shares

    0.02% of the 13F portfolio, value $1,752,527.

    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 9,041 shares
    Change vs previous 13F -1,228 shares

    0.02% of the 13F portfolio, value $1,586,480.

    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 10,269 shares
    Change vs previous 13F -1,575 shares

    0.02% of the 13F portfolio, value $1,827,606.

    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 11,844 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,216,457.

    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).