Skip to content
Disclosery

Atria Investments, Inc: BAM position timeline

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

Atria Investments, Inc held 14,567 BAM 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 14,567 shares
    Change vs previous 13F +2,050 shares

    0.01% of the 13F portfolio, value $653,314.

    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 12,517 shares
    Change vs previous 13F +2,855 shares

    0.01% of the 13F portfolio, value $556,360.

    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 9,662 shares
    Change vs previous 13F +87 shares

    0.01% of the 13F portfolio, value $506,215.

    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 9,575 shares
    Change vs previous 13F -824 shares

    0.01% of the 13F portfolio, value $545,219.

    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 10,399 shares
    Change vs previous 13F -282 shares

    0.01% of the 13F portfolio, value $574,854.

    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 10,681 shares
    Change vs previous 13F -4,382 shares

    0.01% of the 13F portfolio, value $517,487.

    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 15,063 shares
    Change vs previous 13F +1,035 shares

    0.01% of the 13F portfolio, value $816,265.

    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 14,028 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $663,374.

    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).