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Disclosery

Atria Investments, Inc: BA position timeline

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

Atria Investments, Inc held 75,494 BA 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 75,494 shares
    Change vs previous 13F -59 shares

    0.16% of the 13F portfolio, value $16,342,132.

    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 75,553 shares
    Change vs previous 13F +333 shares

    0.17% of the 13F portfolio, value $15,037,297.

    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 75,220 shares
    Change vs previous 13F -4,160 shares

    0.19% of the 13F portfolio, value $16,331,769.

    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 79,380 shares
    Change vs previous 13F +2,548 shares

    0.2% of the 13F portfolio, value $17,132,588.

    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 76,832 shares
    Change vs previous 13F +809 shares

    0.19% of the 13F portfolio, value $16,098,700.

    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 76,023 shares
    Change vs previous 13F +10,149 shares

    0.17% of the 13F portfolio, value $12,965,797.

    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 65,874 shares
    Change vs previous 13F +312 shares

    0.15% of the 13F portfolio, value $11,659,621.

    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 65,562 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $9,967,995.

    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).