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Atria Investments, Inc: BAX position timeline

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

Atria Investments, Inc held 50,012 BAX 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 50,012 shares
    Change vs previous 13F +6,617 shares

    0.01% of the 13F portfolio, value $1,066,249.

    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 43,395 shares
    Change vs previous 13F +13,299 shares

    0.01% of the 13F portfolio, value $729,028.

    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 30,096 shares
    Change vs previous 13F -6,387 shares

    0.01% of the 13F portfolio, value $575,139.

    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 36,483 shares
    Change vs previous 13F -32,748 shares

    0.01% of the 13F portfolio, value $830,713.

    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 69,231 shares
    Change vs previous 13F +2,527 shares

    0.02% of the 13F portfolio, value $2,096,303.

    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 66,704 shares
    Change vs previous 13F +31,611 shares

    0.03% of the 13F portfolio, value $2,283,280.

    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 35,093 shares
    Change vs previous 13F -16,496 shares

    0.01% of the 13F portfolio, value $1,023,308.

    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 51,589 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,958,853.

    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).