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Disclosery

Atria Investments, Inc: BR position timeline

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

Atria Investments, Inc held 12,483 BR 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 12,483 shares
    Change vs previous 13F +5,098 shares

    0.02% of the 13F portfolio, value $2,011,086.

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

  2. period ended2026-06-30
    13F 7,385 shares
    Change vs previous 13F -8,392 shares

    0.01% of the 13F portfolio, value $1,011,368.

    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 15,777 shares
    Change vs previous 13F -10,749 shares

    0.03% of the 13F portfolio, value $2,563,521.

    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 26,526 shares
    Change vs previous 13F -2,446 shares

    0.07% of the 13F portfolio, value $5,919,918.

    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 28,972 shares
    Change vs previous 13F -797 shares

    0.08% of the 13F portfolio, value $6,900,255.

    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 29,769 shares
    Change vs previous 13F -1,342 shares

    0.09% of the 13F portfolio, value $7,234,663.

    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 31,111 shares
    Change vs previous 13F -684 shares

    0.1% of the 13F portfolio, value $7,543,208.

    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 31,795 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $7,188,562.

    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).