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Atria Investments, Inc: BUFR position timeline

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

Atria Investments, Inc held 192,464 BUFR 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 192,464 shares
    Change vs previous 13F +18,990 shares

    0.07% of the 13F portfolio, value $7,211,609.

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

  2. period ended2026-06-30
    13F 173,474 shares
    Change vs previous 13F +6,336 shares

    0.06% of the 13F portfolio, value $6,336,989.

    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 167,138 shares
    Change vs previous 13F -49,078 shares

    0.06% of the 13F portfolio, value $5,644,235.

    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 216,216 shares
    Change vs previous 13F -22,152 shares

    0.08% of the 13F portfolio, value $7,407,548.

    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 238,368 shares
    Change vs previous 13F +4,576 shares

    0.09% of the 13F portfolio, value $7,966,272.

    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 233,792 shares
    Change vs previous 13F -73,785 shares

    0.09% of the 13F portfolio, value $7,434,598.

    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 307,577 shares
    Change vs previous 13F -89,798 shares

    0.12% of the 13F portfolio, value $9,131,973.

    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 397,375 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $12,108,028.

    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).