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Disclosery

Atria Investments, Inc: GE position timeline

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

Atria Investments, Inc held 42,580 GE 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 42,580 shares
    Change vs previous 13F +3,153 shares

    0.13% of the 13F portfolio, value $13,297,176.

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

  2. period ended2026-06-30
    13F 39,427 shares
    Change vs previous 13F +6,792 shares

    0.15% of the 13F portfolio, value $14,735,047.

    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 32,635 shares
    Change vs previous 13F +1,514 shares

    0.1% of the 13F portfolio, value $9,260,915.

    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 31,121 shares
    Change vs previous 13F -2,329 shares

    0.11% of the 13F portfolio, value $9,586,338.

    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 33,450 shares
    Change vs previous 13F +8,683 shares

    0.11% of the 13F portfolio, value $10,062,500.

    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 24,767 shares
    Change vs previous 13F -1,787 shares

    0.08% of the 13F portfolio, value $6,374,755.

    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 26,554 shares
    Change vs previous 13F +3,542 shares

    0.07% of the 13F portfolio, value $5,314,844.

    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 23,012 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $3,838,206.

    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).