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Atria Investments, Inc: ES position timeline

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

Atria Investments, Inc held 29,206 ES 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 29,206 shares
    Change vs previous 13F -10,418 shares

    0.02% of the 13F portfolio, value $2,110,737.

    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 39,624 shares
    Change vs previous 13F +232 shares

    0.03% of the 13F portfolio, value $2,745,181.

    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 39,392 shares
    Change vs previous 13F +4,078 shares

    0.03% of the 13F portfolio, value $2,652,297.

    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 35,314 shares
    Change vs previous 13F +2,907 shares

    0.03% of the 13F portfolio, value $2,512,267.

    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 32,407 shares
    Change vs previous 13F +8,942 shares

    0.02% of the 13F portfolio, value $2,061,726.

    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 23,465 shares
    Change vs previous 13F +3,852 shares

    0.02% of the 13F portfolio, value $1,457,385.

    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 19,613 shares
    Change vs previous 13F -1,300 shares

    0.01% of the 13F portfolio, value $1,126,350.

    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 20,913 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,423,124.

    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).