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Disclosery

Atria Investments, Inc: ESI position timeline

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

Atria Investments, Inc held 7,899 ESI 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 7,899 shares
    Change vs previous 13F -9,438 shares

    <0.01% of the 13F portfolio, value $377,177.

    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 17,337 shares
    Change vs previous 13F -195 shares

    0.01% of the 13F portfolio, value $591,896.

    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 17,532 shares
    Change vs previous 13F -2,422 shares

    <0.01% of the 13F portfolio, value $438,118.

    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 19,954 shares
    Change vs previous 13F -950 shares

    0.01% of the 13F portfolio, value $502,254.

    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 20,904 shares
    Change vs previous 13F -7,430 shares

    0.01% of the 13F portfolio, value $473,482.

    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 28,334 shares
    Change vs previous 13F -15,107 shares

    0.01% of the 13F portfolio, value $640,638.

    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 43,441 shares
    Change vs previous 13F +207 shares

    0.01% of the 13F portfolio, value $1,104,695.

    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 43,234 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,174,237.

    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).