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Disclosery

Atria Investments, Inc: BTI position timeline

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

Atria Investments, Inc held 167,959 BTI 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 167,959 shares
    Change vs previous 13F +21,621 shares

    0.09% of the 13F portfolio, value $9,136,985.

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

  2. period ended2026-06-30
    13F 146,338 shares
    Change vs previous 13F +6,493 shares

    0.09% of the 13F portfolio, value $9,037,858.

    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 139,845 shares
    Change vs previous 13F +34,331 shares

    0.09% of the 13F portfolio, value $8,176,730.

    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 105,514 shares
    Change vs previous 13F +5,779 shares

    0.07% of the 13F portfolio, value $5,974,196.

    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 99,735 shares
    Change vs previous 13F +15,941 shares

    0.06% of the 13F portfolio, value $5,293,925.

    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 83,794 shares
    Change vs previous 13F +52,580 shares

    0.05% of the 13F portfolio, value $3,965,964.

    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 31,214 shares
    Change vs previous 13F -228 shares

    0.02% of the 13F portfolio, value $1,291,310.

    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 31,442 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,141,985.

    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).