Skip to content
Disclosery

Atria Investments, Inc: BWX position timeline

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

Atria Investments, Inc held 23,682 BWX 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 23,682 shares
    Change vs previous 13F +1,823 shares

    <0.01% of the 13F portfolio, value $501,585.

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

  2. period ended2026-06-30
    13F 21,859 shares
    Change vs previous 13F -1,164 shares

    <0.01% of the 13F portfolio, value $473,903.

    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 23,023 shares
    Change vs previous 13F +142 shares

    0.01% of the 13F portfolio, value $505,355.

    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 22,881 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $515,509.

    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).