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Atria Investments, Inc: AZN position timeline

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

Atria Investments, Inc held 62,184 AZN 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 62,184 shares
    Change vs previous 13F -7,805 shares

    0.1% of the 13F portfolio, value $10,040,897.

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

  2. period ended2026-06-30
    13F 69,989 shares
    Change vs previous 13F +5,131 shares

    0.13% of the 13F portfolio, value $13,271,326.

    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 64,858 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $12,791,272.

    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).