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Disclosery

Atria Investments, Inc: EPAC position timeline

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

Atria Investments, Inc held 12,641 EPAC 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 12,641 shares
    Change vs previous 13F -2,253 shares

    <0.01% of the 13F portfolio, value $453,289.

    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 14,894 shares
    Change vs previous 13F +1,959 shares

    0.01% of the 13F portfolio, value $543,167.

    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 12,935 shares
    Change vs previous 13F -2,758 shares

    0.01% of the 13F portfolio, value $494,616.

    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 15,693 shares
    Change vs previous 13F -2,265 shares

    0.01% of the 13F portfolio, value $643,413.

    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 17,958 shares
    Change vs previous 13F +2,503 shares

    0.01% of the 13F portfolio, value $728,376.

    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 15,455 shares
    Change vs previous 13F +9,103 shares

    0.01% of the 13F portfolio, value $693,311.

    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 6,352 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $261,004.

    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).