Skip to content
Disclosery

Atria Investments, Inc: EFG position timeline

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

Atria Investments, Inc held 261,207 EFG 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 261,207 shares
    Change vs previous 13F -56,120 shares

    0.3% of the 13F portfolio, value $31,300,382.

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

  2. period ended2026-06-30
    13F 317,327 shares
    Change vs previous 13F +30,735 shares

    0.4% of the 13F portfolio, value $39,481,804.

    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 286,592 shares
    Change vs previous 13F +256,440 shares

    0.36% of the 13F portfolio, value $31,917,711.

    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 30,152 shares
    Change vs previous 13F -13,539 shares

    0.04% of the 13F portfolio, value $3,434,864.

    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 43,691 shares
    Change vs previous 13F -152,440 shares

    0.06% of the 13F portfolio, value $4,975,532.

    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 196,131 shares
    Change vs previous 13F +9,930 shares

    0.26% of the 13F portfolio, value $21,966,631.

    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 186,201 shares
    Change vs previous 13F -167,586 shares

    0.24% of the 13F portfolio, value $18,620,118.

    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 353,787 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $34,257,174.

    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).