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Disclosery

Atria Investments, Inc: BLV position timeline

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

Atria Investments, Inc held 131,958 BLV 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 131,958 shares
    Change vs previous 13F -6,363 shares

    0.08% of the 13F portfolio, value $8,277,741.

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

  2. period ended2026-06-30
    13F 138,321 shares
    Change vs previous 13F +8 shares

    0.1% of the 13F portfolio, value $9,534,468.

    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 138,313 shares
    Change vs previous 13F -568 shares

    0.11% of the 13F portfolio, value $9,513,162.

    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 138,881 shares
    Change vs previous 13F +1,847 shares

    0.11% of the 13F portfolio, value $9,655,007.

    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 137,034 shares
    Change vs previous 13F +16,966 shares

    0.11% of the 13F portfolio, value $9,708,872.

    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 120,068 shares
    Change vs previous 13F +27,777 shares

    0.1% of the 13F portfolio, value $8,349,557.

    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 92,291 shares
    Change vs previous 13F +8,773 shares

    0.08% of the 13F portfolio, value $6,499,133.

    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 83,518 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $5,715,131.

    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).