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Disclosery

Atria Investments, Inc: BWXT position timeline

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

Atria Investments, Inc held 4,364 BWXT 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 4,364 shares
    Change vs previous 13F -800 shares

    0.01% of the 13F portfolio, value $597,881.

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

  2. period ended2026-06-30
    13F 5,164 shares
    Change vs previous 13F +406 shares

    0.01% of the 13F portfolio, value $1,005,082.

    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 4,758 shares
    Change vs previous 13F -1,540 shares

    0.01% of the 13F portfolio, value $972,952.

    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 6,298 shares
    Change vs previous 13F +682 shares

    0.01% of the 13F portfolio, value $1,088,508.

    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 5,616 shares
    Change vs previous 13F -1,111 shares

    0.01% of the 13F portfolio, value $1,035,400.

    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 6,727 shares
    Change vs previous 13F +23 shares

    0.01% of the 13F portfolio, value $969,090.

    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 6,704 shares
    Change vs previous 13F +691 shares

    0.01% of the 13F portfolio, value $661,374.

    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 6,013 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $669,792.

    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).