Skip to content
Disclosery

Atria Investments, Inc: FDS position timeline

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

Atria Investments, Inc held 7,705 FDS 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 7,705 shares
    Change vs previous 13F +288 shares

    0.02% of the 13F portfolio, value $2,080,077.

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

  2. period ended2026-06-30
    13F 7,417 shares
    Change vs previous 13F -706 shares

    0.02% of the 13F portfolio, value $1,706,421.

    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 8,123 shares
    Change vs previous 13F +364 shares

    0.02% of the 13F portfolio, value $1,762,697.

    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 7,759 shares
    Change vs previous 13F -5,382 shares

    0.03% of the 13F portfolio, value $2,251,502.

    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 13,141 shares
    Change vs previous 13F -2,610 shares

    0.04% of the 13F portfolio, value $3,764,843.

    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 15,751 shares
    Change vs previous 13F +62 shares

    0.08% of the 13F portfolio, value $7,045,234.

    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 15,689 shares
    Change vs previous 13F +47 shares

    0.09% of the 13F portfolio, value $7,133,063.

    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 15,642 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $7,512,379.

    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).