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Disclosery

Atria Investments, Inc: AWR position timeline

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

Atria Investments, Inc held 8,157 AWR 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 8,157 shares
    Change vs previous 13F -284 shares

    0.01% of the 13F portfolio, value $674,046.

    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 8,441 shares
    Change vs previous 13F +1,324 shares

    0.01% of the 13F portfolio, value $638,273.

    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 7,117 shares
    Change vs previous 13F -163 shares

    0.01% of the 13F portfolio, value $515,856.

    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 7,280 shares
    Change vs previous 13F +3,394 shares

    0.01% of the 13F portfolio, value $533,746.

    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 3,886 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $297,926.

    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).