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Atria Investments, Inc: BUFX position timeline

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

Atria Investments, Inc held 167,088 BUFX 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 167,088 shares
    Change vs previous 13F +2,522 shares

    0.04% of the 13F portfolio, value $3,704,341.

    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 164,566 shares
    Change vs previous 13F -6,489 shares

    0.04% of the 13F portfolio, value $3,472,787.

    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 171,055 shares
    Change vs previous 13F +40,431 shares

    0.04% of the 13F portfolio, value $3,634,029.

    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 130,624 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,719,592.

    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).