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Disclosery

Atria Investments, Inc: BC position timeline

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

Atria Investments, Inc held 52,483 BC 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 52,483 shares
    Change vs previous 13F +2,303 shares

    0.03% of the 13F portfolio, value $3,371,494.

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

  2. period ended2026-06-30
    13F 50,180 shares
    Change vs previous 13F -4,237 shares

    0.04% of the 13F portfolio, value $4,227,166.

    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 54,417 shares
    Change vs previous 13F -700 shares

    0.04% of the 13F portfolio, value $3,959,361.

    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 55,117 shares
    Change vs previous 13F +2,487 shares

    0.05% of the 13F portfolio, value $4,091,876.

    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 52,630 shares
    Change vs previous 13F +21,930 shares

    0.04% of the 13F portfolio, value $3,328,313.

    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 30,700 shares
    Change vs previous 13F +30,700 shares

    0.02% of the 13F portfolio, value $1,695,848.

    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 ended2024-12-31
    13F 0 shares
    Change vs previous 13F not available

    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).

    Exited: the 13F for this period no longer lists the position.