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Atria Investments, Inc: EPS position timeline

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

Atria Investments, Inc held 9,242 EPS 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 9,242 shares
    Change vs previous 13F -2,952 shares

    0.01% of the 13F portfolio, value $738,929.

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

  2. period ended2026-06-30
    13F 12,194 shares
    Change vs previous 13F +552 shares

    0.01% of the 13F portfolio, value $948,570.

    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 11,642 shares
    Change vs previous 13F -258 shares

    0.01% of the 13F portfolio, value $792,952.

    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 11,900 shares
    Change vs previous 13F -9 shares

    0.01% of the 13F portfolio, value $843,258.

    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 11,909 shares
    Change vs previous 13F +2,700 shares

    0.01% of the 13F portfolio, value $820,993.

    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 9,209 shares
    Change vs previous 13F +2,072 shares

    0.01% of the 13F portfolio, value $589,439.

    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 7,137 shares
    Change vs previous 13F -18,030 shares

    0.01% of the 13F portfolio, value $423,061.

    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 25,167 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,539,694.

    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).