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Disclosery

Atria Investments, Inc: BNY position timeline

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

Atria Investments, Inc held 103,503 BNY 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 103,503 shares
    Change vs previous 13F +432 shares

    0.15% of the 13F portfolio, value $14,969,628.

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

  2. period ended2026-06-30
    13F 103,071 shares
    Change vs previous 13F -5,435 shares

    0.15% of the 13F portfolio, value $14,905,072.

    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 108,506 shares
    Change vs previous 13F +4,517 shares

    0.14% of the 13F portfolio, value $12,872,046.

    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 103,989 shares
    Change vs previous 13F +4,062 shares

    0.14% of the 13F portfolio, value $12,072,125.

    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 99,927 shares
    Change vs previous 13F +7,312 shares

    0.12% of the 13F portfolio, value $10,888,066.

    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 92,615 shares
    Change vs previous 13F +8,189 shares

    0.1% of the 13F portfolio, value $8,438,148.

    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 84,426 shares
    Change vs previous 13F +3,225 shares

    0.09% of the 13F portfolio, value $7,080,805.

    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 81,201 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $6,238,678.

    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).