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Disclosery

Atria Investments, Inc: AXON position timeline

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

Atria Investments, Inc held 4,575 AXON 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 4,575 shares
    Change vs previous 13F +2,413 shares

    0.03% of the 13F portfolio, value $2,564,791.

    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 2,162 shares
    Change vs previous 13F -2,640 shares

    0.01% of the 13F portfolio, value $918,180.

    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 4,802 shares
    Change vs previous 13F +20 shares

    0.03% of the 13F portfolio, value $2,727,200.

    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 4,782 shares
    Change vs previous 13F -184 shares

    0.04% of the 13F portfolio, value $3,431,754.

    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 4,966 shares
    Change vs previous 13F +977 shares

    0.05% of the 13F portfolio, value $4,111,550.

    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).

  6. period ended2025-03-31
    13F 3,989 shares
    Change vs previous 13F -111 shares

    0.03% of the 13F portfolio, value $2,098,015.

    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).

  7. period ended2024-12-31
    13F 4,100 shares
    Change vs previous 13F +199 shares

    0.03% of the 13F portfolio, value $2,436,712.

    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).

  8. period ended2024-09-30
    13F 3,901 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,558,840.

    13F-HR 0001535865-24-000019 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).