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Atria Investments, Inc: ELCV position timeline

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

Atria Investments, Inc held 81,688 ELCV 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 81,688 shares
    Change vs previous 13F -4,054 shares

    0.03% of the 13F portfolio, value $2,685,092.

    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 85,742 shares
    Change vs previous 13F -9,209 shares

    0.03% of the 13F portfolio, value $2,486,521.

    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 94,951 shares
    Change vs previous 13F -220,679 shares

    0.03% of the 13F portfolio, value $2,520,001.

    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 315,630 shares
    Change vs previous 13F -18,618 shares

    0.1% of the 13F portfolio, value $8,440,862.

    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 334,248 shares
    Change vs previous 13F +56,513 shares

    0.1% of the 13F portfolio, value $8,490,904.

    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 277,735 shares
    Change vs previous 13F -274,641 shares

    0.09% of the 13F portfolio, value $6,912,824.

    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 552,376 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $13,653,730.

    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).