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Disclosery

Atria Investments, Inc: EIX position timeline

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

Atria Investments, Inc held 39,116 EIX 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 39,116 shares
    Change vs previous 13F +19,040 shares

    0.03% of the 13F portfolio, value $2,912,195.

    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 20,076 shares
    Change vs previous 13F -1,265 shares

    0.02% of the 13F portfolio, value $1,469,138.

    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 21,341 shares
    Change vs previous 13F -4,464 shares

    0.01% of the 13F portfolio, value $1,280,863.

    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 25,805 shares
    Change vs previous 13F +2,143 shares

    0.02% of the 13F portfolio, value $1,426,476.

    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 23,662 shares
    Change vs previous 13F +4,893 shares

    0.01% of the 13F portfolio, value $1,220,967.

    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 18,769 shares
    Change vs previous 13F +289 shares

    0.01% of the 13F portfolio, value $1,105,860.

    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 18,480 shares
    Change vs previous 13F +1,648 shares

    0.02% of the 13F portfolio, value $1,475,460.

    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 16,832 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,465,877.

    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).