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Atria Investments, Inc: BRK-B position timeline

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

Atria Investments, Inc held 51,674 BRK-B 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 51,674 shares
    Change vs previous 13F +5,926 shares

    0.25% of the 13F portfolio, value $25,730,920.

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

  2. period ended2026-06-30
    13F 45,748 shares
    Change vs previous 13F -4,047 shares

    0.23% of the 13F portfolio, value $22,891,987.

    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 49,795 shares
    Change vs previous 13F +3,758 shares

    0.27% of the 13F portfolio, value $23,861,880.

    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 46,037 shares
    Change vs previous 13F -71 shares

    0.26% of the 13F portfolio, value $23,140,619.

    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 46,108 shares
    Change vs previous 13F -8,041 shares

    0.26% of the 13F portfolio, value $23,180,457.

    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 54,149 shares
    Change vs previous 13F -7,696 shares

    0.31% of the 13F portfolio, value $26,304,203.

    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 61,845 shares
    Change vs previous 13F -10,596 shares

    0.42% of the 13F portfolio, value $32,937,676.

    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 72,441 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $32,836,056.

    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).