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Atria Investments, Inc: BSV position timeline

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

Atria Investments, Inc held 268,656 BSV 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 268,656 shares
    Change vs previous 13F +21,166 shares

    0.2% of the 13F portfolio, value $20,525,344.

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

  2. period ended2026-06-30
    13F 247,490 shares
    Change vs previous 13F -89,838 shares

    0.19% of the 13F portfolio, value $19,281,913.

    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 337,328 shares
    Change vs previous 13F +11,500 shares

    0.3% of the 13F portfolio, value $26,449,881.

    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 325,828 shares
    Change vs previous 13F -24,080 shares

    0.29% of the 13F portfolio, value $25,678,528.

    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 349,908 shares
    Change vs previous 13F +66 shares

    0.32% of the 13F portfolio, value $27,611,252.

    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 349,842 shares
    Change vs previous 13F +5,021 shares

    0.33% of the 13F portfolio, value $27,532,542.

    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 344,821 shares
    Change vs previous 13F +45,110 shares

    0.35% of the 13F portfolio, value $26,992,596.

    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 299,711 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $23,158,674.

    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).