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Disclosery

Atria Investments, Inc: BIL position timeline

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

Atria Investments, Inc held 679,771 BIL 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 679,771 shares
    Change vs previous 13F -576,421 shares

    0.62% of the 13F portfolio, value $62,294,233.

    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 1,256,192 shares
    Change vs previous 13F +1,074,082 shares

    1.29% of the 13F portfolio, value $115,117,404.

    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 182,110 shares
    Change vs previous 13F +52,423 shares

    0.19% of the 13F portfolio, value $16,641,177.

    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 129,687 shares
    Change vs previous 13F -41,760 shares

    0.14% of the 13F portfolio, value $11,898,773.

    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 171,447 shares
    Change vs previous 13F -61,052 shares

    0.19% of the 13F portfolio, value $15,726,828.

    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 232,499 shares
    Change vs previous 13F +91,234 shares

    0.27% of the 13F portfolio, value $21,327,156.

    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 141,265 shares
    Change vs previous 13F -118,776 shares

    0.16% of the 13F portfolio, value $12,915,840.

    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 260,041 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $23,874,358.

    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).