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Disclosery

Atria Investments, Inc: BDX position timeline

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

Atria Investments, Inc held 44,192 BDX 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 44,192 shares
    Change vs previous 13F +7,401 shares

    0.08% of the 13F portfolio, value $7,910,353.

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

  2. period ended2026-06-30
    13F 36,791 shares
    Change vs previous 13F +3,551 shares

    0.06% of the 13F portfolio, value $5,567,658.

    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 33,240 shares
    Change vs previous 13F +4,449 shares

    0.06% of the 13F portfolio, value $5,226,275.

    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 28,791 shares
    Change vs previous 13F +1,262 shares

    0.06% of the 13F portfolio, value $5,587,469.

    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 27,529 shares
    Change vs previous 13F +3,975 shares

    0.06% of the 13F portfolio, value $5,152,686.

    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 23,554 shares
    Change vs previous 13F +4,637 shares

    0.05% of the 13F portfolio, value $4,057,198.

    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 18,917 shares
    Change vs previous 13F +412 shares

    0.06% of the 13F portfolio, value $4,333,036.

    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 18,505 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $4,198,162.

    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).