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Disclosery

Atria Investments, Inc: EPD position timeline

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

Atria Investments, Inc held 26,085 EPD 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 26,085 shares
    Change vs previous 13F +11 shares

    0.01% of the 13F portfolio, value $958,886.

    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 26,074 shares
    Change vs previous 13F +1,237 shares

    0.01% of the 13F portfolio, value $986,644.

    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 24,837 shares
    Change vs previous 13F -1,961 shares

    0.01% of the 13F portfolio, value $796,259.

    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 26,798 shares
    Change vs previous 13F -6,697 shares

    0.01% of the 13F portfolio, value $837,963.

    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 33,495 shares
    Change vs previous 13F -233 shares

    0.01% of the 13F portfolio, value $1,038,685.

    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 33,728 shares
    Change vs previous 13F -714 shares

    0.01% of the 13F portfolio, value $1,151,465.

    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 34,442 shares
    Change vs previous 13F -6,816 shares

    0.01% of the 13F portfolio, value $1,080,109.

    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 41,258 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,201,011.

    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).