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Disclosery

Atria Investments, Inc: BFAM position timeline

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

Atria Investments, Inc held 10,724 BFAM 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 10,724 shares
    Change vs previous 13F -10,371 shares

    0.01% of the 13F portfolio, value $760,117.

    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 21,095 shares
    Change vs previous 13F +6,650 shares

    0.02% of the 13F portfolio, value $1,732,532.

    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 14,445 shares
    Change vs previous 13F -3,472 shares

    0.02% of the 13F portfolio, value $1,464,723.

    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 17,917 shares
    Change vs previous 13F -2,971 shares

    0.02% of the 13F portfolio, value $1,945,249.

    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 20,888 shares
    Change vs previous 13F -254 shares

    0.03% of the 13F portfolio, value $2,581,548.

    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 21,142 shares
    Change vs previous 13F +1,672 shares

    0.03% of the 13F portfolio, value $2,685,880.

    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 19,470 shares
    Change vs previous 13F -1,656 shares

    0.03% of the 13F portfolio, value $2,158,250.

    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 21,126 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $2,960,386.

    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).