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Disclosery

Atria Investments, Inc: BBAG position timeline

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

Atria Investments, Inc held 5,004 BBAG 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 5,004 shares
    Change vs previous 13F +530 shares

    <0.01% of the 13F portfolio, value $229,934.

    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 4,474 shares
    Change vs previous 13F -936 shares

    <0.01% of the 13F portfolio, value $206,520.

    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 5,410 shares
    Change vs previous 13F -330 shares

    <0.01% of the 13F portfolio, value $251,132.

    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 5,740 shares
    Change vs previous 13F -687 shares

    <0.01% of the 13F portfolio, value $267,886.

    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 6,427 shares
    Change vs previous 13F +384 shares

    <0.01% of the 13F portfolio, value $296,722.

    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 6,043 shares
    Change vs previous 13F -590 shares

    <0.01% of the 13F portfolio, value $278,650.

    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 6,633 shares
    Change vs previous 13F -10 shares

    <0.01% of the 13F portfolio, value $299,684.

    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 6,643 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $314,351.

    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).