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Disclosery

Atria Investments, Inc: EFV position timeline

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

Atria Investments, Inc held 305,239 EFV 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 305,239 shares
    Change vs previous 13F -9,017 shares

    0.24% of the 13F portfolio, value $24,156,592.

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

  2. period ended2026-06-30
    13F 314,256 shares
    Change vs previous 13F -380,945 shares

    0.24% of the 13F portfolio, value $24,056,267.

    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 695,201 shares
    Change vs previous 13F -12,781 shares

    0.58% of the 13F portfolio, value $51,688,230.

    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 707,982 shares
    Change vs previous 13F -48,350 shares

    0.57% of the 13F portfolio, value $50,557,024.

    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 756,332 shares
    Change vs previous 13F -93,524 shares

    0.59% of the 13F portfolio, value $51,302,004.

    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 849,856 shares
    Change vs previous 13F +301,508 shares

    0.64% of the 13F portfolio, value $53,948,862.

    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 548,348 shares
    Change vs previous 13F -167,898 shares

    0.41% of the 13F portfolio, value $32,319,608.

    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 716,246 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $37,581,425.

    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).