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Disclosery

Atria Investments, Inc: D position timeline

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

Atria Investments, Inc held 69,319 D 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 69,319 shares
    Change vs previous 13F -170 shares

    0.04% of the 13F portfolio, value $4,195,184.

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

  2. period ended2026-06-30
    13F 69,489 shares
    Change vs previous 13F +207 shares

    0.05% of the 13F portfolio, value $4,745,384.

    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 69,282 shares
    Change vs previous 13F +1,540 shares

    0.05% of the 13F portfolio, value $4,283,025.

    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 67,742 shares
    Change vs previous 13F +5,233 shares

    0.05% of the 13F portfolio, value $3,968,977.

    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 62,509 shares
    Change vs previous 13F -7,982 shares

    0.04% of the 13F portfolio, value $3,823,676.

    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 70,491 shares
    Change vs previous 13F +22,989 shares

    0.05% of the 13F portfolio, value $3,984,140.

    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 47,502 shares
    Change vs previous 13F +2,415 shares

    0.03% of the 13F portfolio, value $2,663,423.

    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 45,087 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,428,372.

    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).