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Atria Investments, Inc: AXP position timeline

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

Atria Investments, Inc held 48,360 AXP 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 48,360 shares
    Change vs previous 13F -206 shares

    0.16% of the 13F portfolio, value $16,357,610.

    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 48,566 shares
    Change vs previous 13F +390 shares

    0.16% of the 13F portfolio, value $14,690,340.

    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 48,176 shares
    Change vs previous 13F -1,619 shares

    0.2% of the 13F portfolio, value $17,822,583.

    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 49,795 shares
    Change vs previous 13F +862 shares

    0.19% of the 13F portfolio, value $16,539,777.

    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 48,933 shares
    Change vs previous 13F -4,400 shares

    0.18% of the 13F portfolio, value $15,608,508.

    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 53,333 shares
    Change vs previous 13F +3,248 shares

    0.18% of the 13F portfolio, value $14,349,321.

    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 50,085 shares
    Change vs previous 13F +1,064 shares

    0.18% of the 13F portfolio, value $14,864,829.

    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 49,021 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $13,294,475.

    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).