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Disclosery

Atria Investments, Inc: EFX position timeline

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

Atria Investments, Inc held 17,140 EFX 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 17,140 shares
    Change vs previous 13F +2,649 shares

    0.02% of the 13F portfolio, value $2,352,325.

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

  2. period ended2026-06-30
    13F 14,491 shares
    Change vs previous 13F -3,775 shares

    0.02% of the 13F portfolio, value $2,300,064.

    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 18,266 shares
    Change vs previous 13F +2,941 shares

    0.04% of the 13F portfolio, value $3,289,190.

    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 15,325 shares
    Change vs previous 13F -2,323 shares

    0.04% of the 13F portfolio, value $3,325,152.

    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 17,648 shares
    Change vs previous 13F +1,928 shares

    0.05% of the 13F portfolio, value $4,527,236.

    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 15,720 shares
    Change vs previous 13F +626 shares

    0.05% of the 13F portfolio, value $4,077,272.

    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 15,094 shares
    Change vs previous 13F +1,661 shares

    0.05% of the 13F portfolio, value $3,676,222.

    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 13,433 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $3,423,298.

    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).