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Atria Investments, Inc: BUFQ position timeline

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

Atria Investments, Inc held 134,316 BUFQ 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 134,316 shares
    Change vs previous 13F +7,779 shares

    0.05% of the 13F portfolio, value $5,442,470.

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

  2. period ended2026-06-30
    13F 126,537 shares
    Change vs previous 13F -1,432 shares

    0.05% of the 13F portfolio, value $4,969,094.

    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 127,969 shares
    Change vs previous 13F +3,746 shares

    0.05% of the 13F portfolio, value $4,519,852.

    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 124,223 shares
    Change vs previous 13F +34,621 shares

    0.05% of the 13F portfolio, value $4,452,137.

    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 89,602 shares
    Change vs previous 13F +3,199 shares

    0.04% of the 13F portfolio, value $3,121,734.

    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 86,403 shares
    Change vs previous 13F +74,260 shares

    0.03% of the 13F portfolio, value $2,868,580.

    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 12,143 shares
    Change vs previous 13F -116 shares

    <0.01% of the 13F portfolio, value $362,590.

    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 12,259 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $385,300.

    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).