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Disclosery

Atria Investments, Inc: FV position timeline

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

Atria Investments, Inc held 23,363 FV 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 23,363 shares
    Change vs previous 13F -2,037 shares

    0.02% of the 13F portfolio, value $1,772,784.

    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 25,400 shares
    Change vs previous 13F -177 shares

    0.02% of the 13F portfolio, value $1,535,113.

    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 25,577 shares
    Change vs previous 13F -564 shares

    0.02% of the 13F portfolio, value $1,609,297.

    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 26,141 shares
    Change vs previous 13F -597 shares

    0.02% of the 13F portfolio, value $1,618,651.

    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 26,738 shares
    Change vs previous 13F +5,515 shares

    0.02% of the 13F portfolio, value $1,584,494.

    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 21,223 shares
    Change vs previous 13F +2,923 shares

    0.01% of the 13F portfolio, value $1,164,294.

    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 18,300 shares
    Change vs previous 13F -428 shares

    0.01% of the 13F portfolio, value $1,080,798.

    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 18,728 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,091,281.

    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).