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Atria Investments, Inc: BKR position timeline

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

Atria Investments, Inc held 11,573 BKR 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 11,573 shares
    Change vs previous 13F +2,361 shares

    0.01% of the 13F portfolio, value $635,364.

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

  2. period ended2026-06-30
    13F 9,212 shares
    Change vs previous 13F -7,112 shares

    0.01% of the 13F portfolio, value $511,251.

    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 16,324 shares
    Change vs previous 13F +1,633 shares

    0.01% of the 13F portfolio, value $996,571.

    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 14,691 shares
    Change vs previous 13F +5,286 shares

    0.01% of the 13F portfolio, value $669,046.

    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 9,405 shares
    Change vs previous 13F -15,267 shares

    0.01% of the 13F portfolio, value $458,205.

    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 24,672 shares
    Change vs previous 13F -12,584 shares

    0.01% of the 13F portfolio, value $945,940.

    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 37,256 shares
    Change vs previous 13F -3,151 shares

    0.02% of the 13F portfolio, value $1,637,414.

    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 40,407 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,657,479.

    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).