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Disclosery

Atria Investments, Inc: ERX position timeline

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

Atria Investments, Inc held 3,557 ERX 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 3,557 shares
    Change vs previous 13F -156 shares

    <0.01% of the 13F portfolio, value $357,191.

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

  2. period ended2026-06-30
    13F 3,713 shares
    Change vs previous 13F -1,773 shares

    <0.01% of the 13F portfolio, value $282,932.

    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 5,486 shares
    Change vs previous 13F -1,456 shares

    0.01% of the 13F portfolio, value $565,082.

    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 6,942 shares
    Change vs previous 13F +1,011 shares

    <0.01% of the 13F portfolio, value $387,683.

    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 5,931 shares
    Change vs previous 13F +94 shares

    <0.01% of the 13F portfolio, value $334,356.

    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 5,837 shares
    Change vs previous 13F +1,368 shares

    <0.01% of the 13F portfolio, value $299,847.

    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 4,469 shares
    Change vs previous 13F +861 shares

    <0.01% of the 13F portfolio, value $291,736.

    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 3,608 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $200,966.

    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).