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Atria Investments, Inc: BSCT position timeline

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

Atria Investments, Inc held 164,216 BSCT shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 164,216 shares
    Change vs previous 13F -55,332 shares

    0.03% of the 13F portfolio, value $3,050,315.

    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).

  2. period ended2026-03-31
    13F 219,548 shares
    Change vs previous 13F +4,967 shares

    0.05% of the 13F portfolio, value $4,096,844.

    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).

  3. period ended2025-12-31
    13F 214,581 shares
    Change vs previous 13F +28,147 shares

    0.05% of the 13F portfolio, value $4,041,634.

    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).

  4. period ended2025-09-30
    13F 186,434 shares
    Change vs previous 13F +9,403 shares

    0.04% of the 13F portfolio, value $3,506,822.

    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).

  5. period ended2025-06-30
    13F 177,031 shares
    Change vs previous 13F +5,845 shares

    0.04% of the 13F portfolio, value $3,310,479.

    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).

  6. period ended2025-03-31
    13F 171,186 shares
    Change vs previous 13F +57,830 shares

    0.04% of the 13F portfolio, value $3,172,084.

    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).

  7. period ended2024-12-31
    13F 113,356 shares
    Change vs previous 13F +48,753 shares

    0.03% of the 13F portfolio, value $2,078,955.

    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).

  8. period ended2024-09-30
    13F 64,603 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,215,182.

    13F-HR 0001535865-24-000019 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).