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Atria Investments, Inc: EFA position timeline

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

Atria Investments, Inc held 118,654 EFA 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 118,654 shares
    Change vs previous 13F -367,433 shares

    0.12% of the 13F portfolio, value $12,326,957.

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

  2. period ended2026-06-30
    13F 486,087 shares
    Change vs previous 13F -111,470 shares

    0.51% of the 13F portfolio, value $50,494,756.

    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 597,557 shares
    Change vs previous 13F +152,089 shares

    0.65% of the 13F portfolio, value $58,040,688.

    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 445,468 shares
    Change vs previous 13F +21,172 shares

    0.49% of the 13F portfolio, value $42,778,330.

    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 424,296 shares
    Change vs previous 13F +30,294 shares

    0.45% of the 13F portfolio, value $39,616,481.

    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 394,002 shares
    Change vs previous 13F +101,463 shares

    0.42% of the 13F portfolio, value $35,219,871.

    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 292,539 shares
    Change vs previous 13F -7,362 shares

    0.31% of the 13F portfolio, value $23,909,182.

    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 299,901 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $22,675,498.

    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).