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Disclosery

Atria Investments, Inc: BEN position timeline

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

Atria Investments, Inc held 24,471 BEN 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 24,471 shares
    Change vs previous 13F -4,314 shares

    0.01% of the 13F portfolio, value $786,010.

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

  2. period ended2026-06-30
    13F 28,785 shares
    Change vs previous 13F -8,215 shares

    0.01% of the 13F portfolio, value $957,670.

    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 37,000 shares
    Change vs previous 13F -6,823 shares

    0.01% of the 13F portfolio, value $873,946.

    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 43,823 shares
    Change vs previous 13F +6,281 shares

    0.01% of the 13F portfolio, value $1,046,935.

    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 37,542 shares
    Change vs previous 13F +16,454 shares

    0.01% of the 13F portfolio, value $868,348.

    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 21,088 shares
    Change vs previous 13F -5,403 shares

    0.01% of the 13F portfolio, value $502,950.

    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 26,491 shares
    Change vs previous 13F +14,706 shares

    0.01% of the 13F portfolio, value $509,952.

    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 11,785 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $239,118.

    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).