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Disclosery

Atria Investments, Inc: EVRG position timeline

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

Atria Investments, Inc held 14,268 EVRG 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 14,268 shares
    Change vs previous 13F -170 shares

    0.01% of the 13F portfolio, value $1,119,182.

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

  2. period ended2026-06-30
    13F 14,438 shares
    Change vs previous 13F +3,339 shares

    0.01% of the 13F portfolio, value $1,247,917.

    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 11,099 shares
    Change vs previous 13F +1,103 shares

    0.01% of the 13F portfolio, value $909,225.

    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 9,996 shares
    Change vs previous 13F +2,077 shares

    0.01% of the 13F portfolio, value $724,580.

    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 7,919 shares
    Change vs previous 13F -555 shares

    0.01% of the 13F portfolio, value $601,973.

    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 8,474 shares
    Change vs previous 13F -24 shares

    0.01% of the 13F portfolio, value $584,117.

    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 8,498 shares
    Change vs previous 13F +482 shares

    0.01% of the 13F portfolio, value $585,971.

    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 8,016 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $493,381.

    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).