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Disclosery

Atria Investments, Inc: DE position timeline

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

Atria Investments, Inc held 16,601 DE 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 16,601 shares
    Change vs previous 13F +1,045 shares

    0.11% of the 13F portfolio, value $11,148,723.

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

  2. period ended2026-06-30
    13F 15,556 shares
    Change vs previous 13F -2,411 shares

    0.1% of the 13F portfolio, value $9,867,859.

    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 17,967 shares
    Change vs previous 13F +896 shares

    0.11% of the 13F portfolio, value $10,121,009.

    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 17,071 shares
    Change vs previous 13F +188 shares

    0.09% of the 13F portfolio, value $7,947,693.

    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 16,883 shares
    Change vs previous 13F -1,044 shares

    0.09% of the 13F portfolio, value $7,719,878.

    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 17,927 shares
    Change vs previous 13F +5,249 shares

    0.11% of the 13F portfolio, value $9,115,543.

    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 12,678 shares
    Change vs previous 13F -144 shares

    0.08% of the 13F portfolio, value $5,950,463.

    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 12,822 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $5,432,523.

    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).