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Atria Investments, Inc: COO position timeline

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

Atria Investments, Inc held 25,556 COO 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 25,556 shares
    Change vs previous 13F -7,996 shares

    0.02% of the 13F portfolio, value $1,832,621.

    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 33,552 shares
    Change vs previous 13F -3,155 shares

    0.03% of the 13F portfolio, value $2,398,969.

    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 36,707 shares
    Change vs previous 13F +1,241 shares

    0.03% of the 13F portfolio, value $3,008,506.

    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 35,466 shares
    Change vs previous 13F -5,834 shares

    0.03% of the 13F portfolio, value $2,431,550.

    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 41,300 shares
    Change vs previous 13F -2,969 shares

    0.03% of the 13F portfolio, value $2,938,909.

    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 44,269 shares
    Change vs previous 13F +2,604 shares

    0.05% of the 13F portfolio, value $3,734,091.

    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 41,665 shares
    Change vs previous 13F -2,503 shares

    0.05% of the 13F portfolio, value $3,830,264.

    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 44,168 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $4,873,498.

    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).