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Disclosery

Atria Investments, Inc: EES position timeline

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

Atria Investments, Inc held 27,111 EES 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 27,111 shares
    Change vs previous 13F -17,084 shares

    0.02% of the 13F portfolio, value $1,837,864.

    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 44,195 shares
    Change vs previous 13F -908 shares

    0.03% of the 13F portfolio, value $2,565,469.

    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 45,103 shares
    Change vs previous 13F -5,355 shares

    0.03% of the 13F portfolio, value $2,567,720.

    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 50,458 shares
    Change vs previous 13F +10,756 shares

    0.03% of the 13F portfolio, value $2,819,093.

    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 39,702 shares
    Change vs previous 13F +6,140 shares

    0.02% of the 13F portfolio, value $2,023,218.

    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 33,562 shares
    Change vs previous 13F +2,276 shares

    0.02% of the 13F portfolio, value $1,639,171.

    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 31,286 shares
    Change vs previous 13F +262 shares

    0.02% of the 13F portfolio, value $1,687,570.

    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 31,024 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,636,518.

    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).