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Disclosery

Atria Investments, Inc: BUD position timeline

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

Atria Investments, Inc held 20,138 BUD 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 20,138 shares
    Change vs previous 13F +8,563 shares

    0.02% of the 13F portfolio, value $1,659,331.

    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 11,575 shares
    Change vs previous 13F -2,300 shares

    0.01% of the 13F portfolio, value $802,966.

    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 13,875 shares
    Change vs previous 13F -3,770 shares

    0.01% of the 13F portfolio, value $888,562.

    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 17,645 shares
    Change vs previous 13F -10,177 shares

    0.01% of the 13F portfolio, value $1,051,809.

    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 27,822 shares
    Change vs previous 13F -6,693 shares

    0.02% of the 13F portfolio, value $1,911,935.

    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 34,515 shares
    Change vs previous 13F +10,009 shares

    0.03% of the 13F portfolio, value $2,124,740.

    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 24,506 shares
    Change vs previous 13F -9,041 shares

    0.02% of the 13F portfolio, value $1,227,015.

    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 33,547 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,223,830.

    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).