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Atria Investments, Inc: BUFZ position timeline

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

Atria Investments, Inc held 35,887 BUFZ 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 35,887 shares
    Change vs previous 13F -12,988 shares

    0.01% of the 13F portfolio, value $1,024,143.

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

  2. period ended2026-06-30
    13F 48,875 shares
    Change vs previous 13F -6,957 shares

    0.01% of the 13F portfolio, value $1,365,079.

    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 55,832 shares
    Change vs previous 13F -7,372 shares

    0.02% of the 13F portfolio, value $1,466,707.

    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 63,204 shares
    Change vs previous 13F +308 shares

    0.02% of the 13F portfolio, value $1,676,802.

    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 62,896 shares
    Change vs previous 13F -120 shares

    0.02% of the 13F portfolio, value $1,629,006.

    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 63,016 shares
    Change vs previous 13F -460,628 shares

    0.02% of the 13F portfolio, value $1,570,989.

    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 523,644 shares
    Change vs previous 13F +21,669 shares

    0.16% of the 13F portfolio, value $12,305,634.

    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 501,975 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $11,992,183.

    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).