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Disclosery

Atria Investments, Inc: BOXX position timeline

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

Atria Investments, Inc held 19,028 BOXX 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 19,028 shares
    Change vs previous 13F -2,394 shares

    0.02% of the 13F portfolio, value $2,252,725.

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

  2. period ended2026-06-30
    13F 21,422 shares
    Change vs previous 13F +2,517 shares

    0.03% of the 13F portfolio, value $2,508,302.

    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 18,905 shares
    Change vs previous 13F -14,829 shares

    0.02% of the 13F portfolio, value $2,198,462.

    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 33,734 shares
    Change vs previous 13F +9,689 shares

    0.04% of the 13F portfolio, value $3,882,783.

    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 24,045 shares
    Change vs previous 13F +10 shares

    0.03% of the 13F portfolio, value $2,737,764.

    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 24,035 shares
    Change vs previous 13F +16,010 shares

    0.03% of the 13F portfolio, value $2,708,264.

    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 8,025 shares
    Change vs previous 13F -121 shares

    0.01% of the 13F portfolio, value $894,707.

    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 8,146 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $898,341.

    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).