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Disclosery

Atria Investments, Inc: EXPD position timeline

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

Atria Investments, Inc held 37,619 EXPD 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 37,619 shares
    Change vs previous 13F +681 shares

    0.06% of the 13F portfolio, value $6,131,194.

    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 36,938 shares
    Change vs previous 13F +2,649 shares

    0.06% of the 13F portfolio, value $5,290,593.

    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 34,289 shares
    Change vs previous 13F +667 shares

    0.06% of the 13F portfolio, value $5,109,437.

    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 33,622 shares
    Change vs previous 13F +100 shares

    0.05% of the 13F portfolio, value $4,121,711.

    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 33,522 shares
    Change vs previous 13F +91 shares

    0.05% of the 13F portfolio, value $3,829,849.

    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 33,431 shares
    Change vs previous 13F +4,319 shares

    0.05% of the 13F portfolio, value $4,020,127.

    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 29,112 shares
    Change vs previous 13F -1,303 shares

    0.04% of the 13F portfolio, value $3,224,726.

    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 30,415 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $3,996,476.

    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).