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Disclosery

Atria Investments, Inc: BRO position timeline

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

Atria Investments, Inc held 39,171 BRO 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 39,171 shares
    Change vs previous 13F +11,896 shares

    0.02% of the 13F portfolio, value $2,385,498.

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

  2. period ended2026-06-30
    13F 27,275 shares
    Change vs previous 13F +665 shares

    0.02% of the 13F portfolio, value $1,749,715.

    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 26,610 shares
    Change vs previous 13F +6,404 shares

    0.02% of the 13F portfolio, value $1,735,206.

    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 20,206 shares
    Change vs previous 13F -7,390 shares

    0.02% of the 13F portfolio, value $1,610,396.

    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 27,596 shares
    Change vs previous 13F -10,083 shares

    0.03% of the 13F portfolio, value $2,588,266.

    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 37,679 shares
    Change vs previous 13F +23 shares

    0.05% of the 13F portfolio, value $4,177,425.

    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 37,656 shares
    Change vs previous 13F +4,837 shares

    0.06% of the 13F portfolio, value $4,684,381.

    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 32,819 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $3,348,154.

    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).