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Disclosery

Atria Investments, Inc: ESE position timeline

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

Atria Investments, Inc held 1,589 ESE 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 1,589 shares
    Change vs previous 13F -143 shares

    <0.01% of the 13F portfolio, value $421,321.

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

  2. period ended2026-06-30
    13F 1,732 shares
    Change vs previous 13F -209 shares

    0.01% of the 13F portfolio, value $606,337.

    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 1,941 shares
    Change vs previous 13F -58 shares

    0.01% of the 13F portfolio, value $546,180.

    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 1,999 shares
    Change vs previous 13F -605 shares

    <0.01% of the 13F portfolio, value $390,598.

    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 2,604 shares
    Change vs previous 13F -433 shares

    0.01% of the 13F portfolio, value $549,791.

    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 3,037 shares
    Change vs previous 13F +1,113 shares

    0.01% of the 13F portfolio, value $582,757.

    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 1,924 shares
    Change vs previous 13F -79 shares

    <0.01% of the 13F portfolio, value $306,085.

    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 2,003 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $266,882.

    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).