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Disclosery

Atria Investments, Inc: BAR position timeline

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

Atria Investments, Inc held 17,125 BAR 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 17,125 shares
    Change vs previous 13F -4,472 shares

    0.01% of the 13F portfolio, value $700,584.

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

  2. period ended2026-06-30
    13F 21,597 shares
    Change vs previous 13F +4,062 shares

    0.01% of the 13F portfolio, value $853,729.

    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 17,535 shares
    Change vs previous 13F -305 shares

    0.01% of the 13F portfolio, value $808,890.

    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 17,840 shares
    Change vs previous 13F -601 shares

    0.01% of the 13F portfolio, value $758,022.

    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 18,441 shares
    Change vs previous 13F -2,238 shares

    0.01% of the 13F portfolio, value $701,864.

    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 20,679 shares
    Change vs previous 13F -555 shares

    0.01% of the 13F portfolio, value $674,963.

    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 21,234 shares
    Change vs previous 13F -1,420 shares

    0.01% of the 13F portfolio, value $654,857.

    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 22,654 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $586,512.

    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).