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Disclosery

Atria Investments, Inc: AZO position timeline

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

Atria Investments, Inc held 534 AZO 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 534 shares
    Change vs previous 13F -795 shares

    0.01% of the 13F portfolio, value $1,511,740.

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

  2. period ended2026-06-30
    13F 1,329 shares
    Change vs previous 13F -108 shares

    0.04% of the 13F portfolio, value $4,247,980.

    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 1,437 shares
    Change vs previous 13F -393 shares

    0.05% of the 13F portfolio, value $4,853,870.

    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 1,830 shares
    Change vs previous 13F -19 shares

    0.07% of the 13F portfolio, value $6,206,445.

    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 1,849 shares
    Change vs previous 13F -339 shares

    0.09% of the 13F portfolio, value $7,932,654.

    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 2,188 shares
    Change vs previous 13F -125 shares

    0.1% of the 13F portfolio, value $8,122,627.

    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 2,313 shares
    Change vs previous 13F +131 shares

    0.11% of the 13F portfolio, value $8,819,235.

    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 2,182 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $6,986,995.

    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).