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Atria Investments, Inc: EVSM position timeline

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

Atria Investments, Inc held 10,311 EVSM 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 10,311 shares
    Change vs previous 13F -3,694 shares

    <0.01% of the 13F portfolio, value $506,912.

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

  2. period ended2026-06-30
    13F 14,005 shares
    Change vs previous 13F -2,347 shares

    0.01% of the 13F portfolio, value $704,606.

    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 16,352 shares
    Change vs previous 13F -76,643 shares

    0.01% of the 13F portfolio, value $820,719.

    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 92,995 shares
    Change vs previous 13F -28,155 shares

    0.05% of the 13F portfolio, value $4,684,181.

    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 121,150 shares
    Change vs previous 13F +31,625 shares

    0.07% of the 13F portfolio, value $6,110,181.

    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 89,525 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $4,476,235.

    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).