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Disclosery

Atria Investments, Inc: BIV position timeline

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

Atria Investments, Inc held 148,461 BIV 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 148,461 shares
    Change vs previous 13F -5,356 shares

    0.11% of the 13F portfolio, value $10,816,890.

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

  2. period ended2026-06-30
    13F 153,817 shares
    Change vs previous 13F -9,820 shares

    0.12% of the 13F portfolio, value $11,797,754.

    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 163,637 shares
    Change vs previous 13F +6,112 shares

    0.14% of the 13F portfolio, value $12,629,517.

    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 157,525 shares
    Change vs previous 13F -5,379 shares

    0.14% of the 13F portfolio, value $12,268,013.

    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 162,904 shares
    Change vs previous 13F -2,955 shares

    0.15% of the 13F portfolio, value $12,721,187.

    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 165,859 shares
    Change vs previous 13F +43,080 shares

    0.15% of the 13F portfolio, value $12,827,548.

    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).

  7. period ended2025-03-31
    13F 122,779 shares
    Change vs previous 13F -34,884 shares

    0.12% of the 13F portfolio, value $9,401,178.

    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 157,663 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $11,782,175.

    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).