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Disclosery

Atria Investments, Inc: C position timeline

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

Atria Investments, Inc held 127,726 C shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 127,726 shares
    Change vs previous 13F -49,314 shares

    0.18% of the 13F portfolio, value $17,876,465.

    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).

  2. period ended2026-03-31
    13F 177,040 shares
    Change vs previous 13F -3,210 shares

    0.22% of the 13F portfolio, value $20,078,055.

    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).

  3. period ended2025-12-31
    13F 180,250 shares
    Change vs previous 13F -4,034 shares

    0.24% of the 13F portfolio, value $21,033,359.

    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).

  4. period ended2025-09-30
    13F 184,284 shares
    Change vs previous 13F -59,175 shares

    0.21% of the 13F portfolio, value $18,704,863.

    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).

  5. period ended2025-06-30
    13F 243,459 shares
    Change vs previous 13F +14,728 shares

    0.24% of the 13F portfolio, value $20,723,196.

    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).

  6. period ended2025-03-31
    13F 228,731 shares
    Change vs previous 13F -10,301 shares

    0.21% of the 13F portfolio, value $16,237,623.

    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).

  7. period ended2024-12-31
    13F 239,032 shares
    Change vs previous 13F +8,861 shares

    0.21% of the 13F portfolio, value $16,825,470.

    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).

  8. period ended2024-09-30
    13F 230,171 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $14,408,692.

    13F-HR 0001535865-24-000019 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).