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Disclosery

Atria Investments, Inc: BWA position timeline

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

Atria Investments, Inc held 30,930 BWA 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 30,930 shares
    Change vs previous 13F +4,797 shares

    0.02% of the 13F portfolio, value $1,859,209.

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

  2. period ended2026-06-30
    13F 26,133 shares
    Change vs previous 13F +6,732 shares

    0.02% of the 13F portfolio, value $1,735,235.

    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 19,401 shares
    Change vs previous 13F -5,939 shares

    0.01% of the 13F portfolio, value $1,052,698.

    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 25,340 shares
    Change vs previous 13F -138 shares

    0.01% of the 13F portfolio, value $1,141,841.

    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 25,478 shares
    Change vs previous 13F +2,776 shares

    0.01% of the 13F portfolio, value $1,120,025.

    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 22,702 shares
    Change vs previous 13F -5,582 shares

    0.01% of the 13F portfolio, value $760,062.

    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 28,284 shares
    Change vs previous 13F +8,609 shares

    0.01% of the 13F portfolio, value $810,340.

    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 19,675 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $625,456.

    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).