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Disclosery

Atria Investments, Inc: EL position timeline

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

Atria Investments, Inc held 4,883 EL 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 4,883 shares
    Change vs previous 13F +283 shares

    <0.01% of the 13F portfolio, value $453,038.

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

  2. period ended2026-06-30
    13F 4,600 shares
    Change vs previous 13F -2,874 shares

    <0.01% of the 13F portfolio, value $363,204.

    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 7,474 shares
    Change vs previous 13F +2,379 shares

    0.01% of the 13F portfolio, value $536,435.

    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 5,095 shares
    Change vs previous 13F -941 shares

    0.01% of the 13F portfolio, value $533,555.

    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 6,036 shares
    Change vs previous 13F -115 shares

    0.01% of the 13F portfolio, value $531,919.

    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 6,151 shares
    Change vs previous 13F +1,135 shares

    0.01% of the 13F portfolio, value $496,977.

    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 5,016 shares
    Change vs previous 13F -158 shares

    <0.01% of the 13F portfolio, value $331,064.

    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 5,174 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $387,948.

    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).