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Atria Investments, Inc: EDIV position timeline

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

Atria Investments, Inc held 57,615 EDIV 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 57,615 shares
    Change vs previous 13F +2,913 shares

    0.02% of the 13F portfolio, value $2,359,774.

    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 54,702 shares
    Change vs previous 13F -1,771 shares

    0.02% of the 13F portfolio, value $2,159,620.

    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 56,473 shares
    Change vs previous 13F +21 shares

    0.03% of the 13F portfolio, value $2,210,904.

    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 56,452 shares
    Change vs previous 13F +4,449 shares

    0.03% of the 13F portfolio, value $2,193,173.

    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 52,003 shares
    Change vs previous 13F +1,170 shares

    0.02% of the 13F portfolio, value $1,982,354.

    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 50,833 shares
    Change vs previous 13F -2,201 shares

    0.02% of the 13F portfolio, value $1,814,738.

    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 53,034 shares
    Change vs previous 13F +4,922 shares

    0.02% of the 13F portfolio, value $1,870,775.

    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 48,112 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,812,379.

    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).