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Atria Investments, Inc: FIVE position timeline

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

Atria Investments, Inc held 2,247 FIVE 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 2,247 shares
    Change vs previous 13F -463 shares

    <0.01% of the 13F portfolio, value $404,033.

    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 2,710 shares
    Change vs previous 13F -2,485 shares

    0.01% of the 13F portfolio, value $619,181.

    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 5,195 shares
    Change vs previous 13F +435 shares

    0.01% of the 13F portfolio, value $978,530.

    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 4,760 shares
    Change vs previous 13F +955 shares

    0.01% of the 13F portfolio, value $736,372.

    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 3,805 shares
    Change vs previous 13F +422 shares

    0.01% of the 13F portfolio, value $499,140.

    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 3,383 shares
    Change vs previous 13F +380 shares

    <0.01% of the 13F portfolio, value $253,472.

    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 3,003 shares
    Change vs previous 13F -484 shares

    <0.01% of the 13F portfolio, value $315,195.

    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 3,487 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $308,076.

    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).