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Disclosery

Atria Investments, Inc: DAR position timeline

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

Atria Investments, Inc held 17,124 DAR 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 17,124 shares
    Change vs previous 13F +1,341 shares

    0.01% of the 13F portfolio, value $1,039,598.

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

  2. period ended2026-06-30
    13F 15,783 shares
    Change vs previous 13F +53 shares

    0.01% of the 13F portfolio, value $862,067.

    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 15,730 shares
    Change vs previous 13F -5,171 shares

    0.01% of the 13F portfolio, value $972,900.

    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 20,901 shares
    Change vs previous 13F -67 shares

    0.01% of the 13F portfolio, value $752,436.

    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 20,968 shares
    Change vs previous 13F -428 shares

    0.01% of the 13F portfolio, value $647,282.

    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 21,396 shares
    Change vs previous 13F -1,888 shares

    0.01% of the 13F portfolio, value $811,764.

    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 23,284 shares
    Change vs previous 13F -1,100 shares

    0.01% of the 13F portfolio, value $727,392.

    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 24,384 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $821,497.

    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).