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Disclosery

Atria Investments, Inc: BUFB position timeline

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

Atria Investments, Inc held 23,719 BUFB 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 23,719 shares
    Change vs previous 13F -243 shares

    0.01% of the 13F portfolio, value $955,473.

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

  2. period ended2026-06-30
    13F 23,962 shares
    Change vs previous 13F +12,275 shares

    0.01% of the 13F portfolio, value $941,946.

    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 11,687 shares
    Change vs previous 13F +2,215 shares

    <0.01% of the 13F portfolio, value $419,680.

    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 9,472 shares
    Change vs previous 13F -212 shares

    <0.01% of the 13F portfolio, value $347,007.

    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 9,684 shares
    Change vs previous 13F -76 shares

    <0.01% of the 13F portfolio, value $346,106.

    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 9,760 shares
    Change vs previous 13F -670 shares

    <0.01% of the 13F portfolio, value $330,669.

    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 10,430 shares
    Change vs previous 13F -100 shares

    <0.01% of the 13F portfolio, value $327,711.

    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 10,530 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $340,126.

    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).