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Disclosery

Atria Investments, Inc: ED position timeline

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

Atria Investments, Inc held 8,994 ED 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 8,994 shares
    Change vs previous 13F -173 shares

    0.01% of the 13F portfolio, value $919,232.

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

  2. period ended2026-06-30
    13F 9,167 shares
    Change vs previous 13F -2,476 shares

    0.01% of the 13F portfolio, value $1,014,131.

    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 11,643 shares
    Change vs previous 13F +5,031 shares

    0.01% of the 13F portfolio, value $1,317,732.

    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 6,612 shares
    Change vs previous 13F -4,164 shares

    0.01% of the 13F portfolio, value $656,743.

    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 10,776 shares
    Change vs previous 13F +843 shares

    0.01% of the 13F portfolio, value $1,083,210.

    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 9,933 shares
    Change vs previous 13F +2,693 shares

    0.01% of the 13F portfolio, value $996,777.

    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 7,240 shares
    Change vs previous 13F +3,377 shares

    0.01% of the 13F portfolio, value $800,699.

    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 3,863 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $344,735.

    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).