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Disclosery

Atria Investments, Inc: BAI position timeline

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

Atria Investments, Inc held 727,504 BAI 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 727,504 shares
    Change vs previous 13F -161,996 shares

    0.38% of the 13F portfolio, value $38,353,987.

    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 889,500 shares
    Change vs previous 13F +90,290 shares

    0.33% of the 13F portfolio, value $29,309,021.

    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 799,210 shares
    Change vs previous 13F +68,469 shares

    0.3% of the 13F portfolio, value $26,613,699.

    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 730,741 shares
    Change vs previous 13F +462,548 shares

    0.29% of the 13F portfolio, value $24,962,121.

    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 268,193 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $7,737,376.

    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).