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Disclosery

Atria Investments, Inc: F position timeline

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

Atria Investments, Inc held 84,943 F 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 84,943 shares
    Change vs previous 13F -9,433 shares

    0.01% of the 13F portfolio, value $1,180,704.

    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 94,376 shares
    Change vs previous 13F -13,582 shares

    0.01% of the 13F portfolio, value $1,089,095.

    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 107,958 shares
    Change vs previous 13F -7,567 shares

    0.02% of the 13F portfolio, value $1,416,408.

    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 115,525 shares
    Change vs previous 13F -71,267 shares

    0.02% of the 13F portfolio, value $1,381,683.

    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 186,792 shares
    Change vs previous 13F -125,860 shares

    0.02% of the 13F portfolio, value $2,026,689.

    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 312,652 shares
    Change vs previous 13F +94,875 shares

    0.04% of the 13F portfolio, value $3,135,896.

    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 217,777 shares
    Change vs previous 13F -91,124 shares

    0.03% of the 13F portfolio, value $2,155,994.

    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 308,901 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $3,261,992.

    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).