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Atria Investments, Inc: BENJ position timeline

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

Atria Investments, Inc held 6,096 BENJ 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 6,096 shares
    Change vs previous 13F +873 shares

    <0.01% of the 13F portfolio, value $324,916.

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

  2. period ended2026-06-30
    13F 5,223 shares
    Change vs previous 13F -690 shares

    <0.01% of the 13F portfolio, value $275,513.

    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 5,913 shares
    Change vs previous 13F +86 shares

    <0.01% of the 13F portfolio, value $309,457.

    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 5,827 shares
    Change vs previous 13F +507 shares

    <0.01% of the 13F portfolio, value $302,305.

    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 5,320 shares
    Change vs previous 13F +978 shares

    <0.01% of the 13F portfolio, value $273,235.

    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 4,342 shares
    Change vs previous 13F -996 shares

    <0.01% of the 13F portfolio, value $220,856.

    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 5,338 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $268,768.

    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).