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Disclosery

Atria Investments, Inc: BLK position timeline

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

Atria Investments, Inc held 15,112 BLK 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 15,112 shares
    Change vs previous 13F +1,757 shares

    0.16% of the 13F portfolio, value $15,992,905.

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

  2. period ended2026-06-30
    13F 13,355 shares
    Change vs previous 13F -1,104 shares

    0.13% of the 13F portfolio, value $12,841,604.

    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 14,459 shares
    Change vs previous 13F -822 shares

    0.16% of the 13F portfolio, value $13,905,826.

    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 15,281 shares
    Change vs previous 13F +258 shares

    0.19% of the 13F portfolio, value $16,355,462.

    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 15,023 shares
    Change vs previous 13F -302 shares

    0.2% of the 13F portfolio, value $17,515,412.

    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 15,325 shares
    Change vs previous 13F +1,037 shares

    0.19% of the 13F portfolio, value $16,079,778.

    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 14,288 shares
    Change vs previous 13F -541 shares

    0.17% of the 13F portfolio, value $13,523,288.

    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 14,829 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $15,201,009.

    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).