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Disclosery

Atria Investments, Inc: BMY position timeline

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

Atria Investments, Inc held 81,277 BMY 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 81,277 shares
    Change vs previous 13F +1,993 shares

    0.05% of the 13F portfolio, value $5,071,660.

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

  2. period ended2026-06-30
    13F 79,284 shares
    Change vs previous 13F -17,994 shares

    0.05% of the 13F portfolio, value $4,568,356.

    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 97,278 shares
    Change vs previous 13F +8,391 shares

    0.07% of the 13F portfolio, value $5,899,922.

    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 88,887 shares
    Change vs previous 13F -16,957 shares

    0.05% of the 13F portfolio, value $4,794,584.

    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 105,844 shares
    Change vs previous 13F -13,959 shares

    0.05% of the 13F portfolio, value $4,773,565.

    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 119,803 shares
    Change vs previous 13F -42,976 shares

    0.07% of the 13F portfolio, value $5,545,673.

    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 162,779 shares
    Change vs previous 13F -20,375 shares

    0.13% of the 13F portfolio, value $9,927,894.

    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 183,154 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $10,359,191.

    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).