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Disclosery

Atria Investments, Inc: EXP position timeline

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

Atria Investments, Inc held 8,661 EXP 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 8,661 shares
    Change vs previous 13F +383 shares

    0.02% of the 13F portfolio, value $1,948,838.

    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 8,278 shares
    Change vs previous 13F -63 shares

    0.02% of the 13F portfolio, value $1,568,282.

    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 8,341 shares
    Change vs previous 13F +2,473 shares

    0.02% of the 13F portfolio, value $1,723,898.

    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 5,868 shares
    Change vs previous 13F +56 shares

    0.02% of the 13F portfolio, value $1,367,544.

    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 5,812 shares
    Change vs previous 13F -3,116 shares

    0.01% of the 13F portfolio, value $1,174,714.

    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 8,928 shares
    Change vs previous 13F +2,312 shares

    0.03% of the 13F portfolio, value $1,981,436.

    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 6,616 shares
    Change vs previous 13F +694 shares

    0.02% of the 13F portfolio, value $1,632,557.

    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 5,922 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,703,513.

    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).