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Disclosery

Atria Investments, Inc: BX position timeline

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

Atria Investments, Inc held 34,795 BX 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 34,795 shares
    Change vs previous 13F +3,006 shares

    0.04% of the 13F portfolio, value $3,900,176.

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

  2. period ended2026-06-30
    13F 31,789 shares
    Change vs previous 13F +10,880 shares

    0.04% of the 13F portfolio, value $3,740,556.

    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 20,909 shares
    Change vs previous 13F -7,951 shares

    0.03% of the 13F portfolio, value $2,404,376.

    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 28,860 shares
    Change vs previous 13F -27,993 shares

    0.05% of the 13F portfolio, value $4,448,547.

    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 56,853 shares
    Change vs previous 13F -23,024 shares

    0.11% of the 13F portfolio, value $9,713,287.

    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 79,877 shares
    Change vs previous 13F +1,876 shares

    0.14% of the 13F portfolio, value $11,948,033.

    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 78,001 shares
    Change vs previous 13F -6,088 shares

    0.14% of the 13F portfolio, value $10,902,955.

    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 84,089 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $14,498,568.

    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).