Skip to content
Disclosery

Atria Investments, Inc: EPI position timeline

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

Atria Investments, Inc held 54,776 EPI 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 54,776 shares
    Change vs previous 13F +116 shares

    0.02% of the 13F portfolio, value $2,231,026.

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

  2. period ended2026-06-30
    13F 54,660 shares
    Change vs previous 13F -10,962 shares

    0.02% of the 13F portfolio, value $2,338,355.

    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 65,622 shares
    Change vs previous 13F +3,574 shares

    0.03% of the 13F portfolio, value $2,677,378.

    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 62,048 shares
    Change vs previous 13F -4,222 shares

    0.03% of the 13F portfolio, value $2,872,202.

    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 66,270 shares
    Change vs previous 13F +6,054 shares

    0.03% of the 13F portfolio, value $2,929,134.

    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 60,216 shares
    Change vs previous 13F +4,717 shares

    0.03% of the 13F portfolio, value $2,858,454.

    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 55,499 shares
    Change vs previous 13F +48,633 shares

    0.03% of the 13F portfolio, value $2,425,861.

    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 6,866 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $310,824.

    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).