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Disclosery

Atria Investments, Inc: BFH position timeline

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

Atria Investments, Inc held 5,062 BFH 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 5,062 shares
    Change vs previous 13F +182 shares

    <0.01% of the 13F portfolio, value $494,803.

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

  2. period ended2026-06-30
    13F 4,880 shares
    Change vs previous 13F -176 shares

    0.01% of the 13F portfolio, value $528,765.

    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 5,056 shares
    Change vs previous 13F +24 shares

    <0.01% of the 13F portfolio, value $378,629.

    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 5,032 shares
    Change vs previous 13F -362 shares

    <0.01% of the 13F portfolio, value $372,514.

    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 5,394 shares
    Change vs previous 13F +1,416 shares

    <0.01% of the 13F portfolio, value $300,813.

    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 3,978 shares
    Change vs previous 13F -382 shares

    <0.01% of the 13F portfolio, value $227,216.

    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 4,360 shares
    Change vs previous 13F -678 shares

    <0.01% of the 13F portfolio, value $218,339.

    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 5,038 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $307,635.

    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).