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Disclosery

Atria Investments, Inc: ESUM position timeline

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

Atria Investments, Inc held 19,864 ESUM 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 19,864 shares
    Change vs previous 13F +8,949 shares

    0.01% of the 13F portfolio, value $600,886.

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

  2. period ended2026-06-30
    13F 10,915 shares
    Change vs previous 13F -1,631 shares

    <0.01% of the 13F portfolio, value $334,381.

    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 12,546 shares
    Change vs previous 13F +385 shares

    <0.01% of the 13F portfolio, value $328,454.

    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 12,161 shares
    Change vs previous 13F +3,748 shares

    <0.01% of the 13F portfolio, value $327,496.

    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 8,413 shares
    Change vs previous 13F +310 shares

    <0.01% of the 13F portfolio, value $228,665.

    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 8,103 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $210,607.

    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).