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Disclosery

Atria Investments, Inc: BSCW position timeline

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

Atria Investments, Inc held 0 BSCW 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 0 shares
    Change vs previous 13F -53,013 shares

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2026-06-30
    13F 53,013 shares
    Change vs previous 13F -82,554 shares

    0.01% of the 13F portfolio, value $1,087,294.

    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 135,567 shares
    Change vs previous 13F -4,730 shares

    0.03% of the 13F portfolio, value $2,791,045.

    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 140,297 shares
    Change vs previous 13F +12,881 shares

    0.03% of the 13F portfolio, value $2,928,705.

    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 127,416 shares
    Change vs previous 13F +6,088 shares

    0.03% of the 13F portfolio, value $2,660,443.

    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 121,328 shares
    Change vs previous 13F -712 shares

    0.03% of the 13F portfolio, value $2,499,359.

    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 122,040 shares
    Change vs previous 13F +56,425 shares

    0.03% of the 13F portfolio, value $2,485,951.

    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 65,615 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,319,518.

    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).