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Atria Investments, Inc: GFEB position timeline

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

Atria Investments, Inc held 118,655 GFEB 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 118,655 shares
    Change vs previous 13F -496 shares

    0.05% of the 13F portfolio, value $5,345,692.

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

  2. period ended2026-06-30
    13F 119,151 shares
    Change vs previous 13F -6,650 shares

    0.05% of the 13F portfolio, value $5,246,124.

    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 125,801 shares
    Change vs previous 13F +9,007 shares

    0.06% of the 13F portfolio, value $5,169,163.

    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 116,794 shares
    Change vs previous 13F -15,695 shares

    0.06% of the 13F portfolio, value $4,850,455.

    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 132,489 shares
    Change vs previous 13F -34,721 shares

    0.06% of the 13F portfolio, value $5,375,079.

    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 167,210 shares
    Change vs previous 13F -1,438 shares

    0.08% of the 13F portfolio, value $6,519,518.

    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 168,648 shares
    Change vs previous 13F -4,063 shares

    0.08% of the 13F portfolio, value $6,201,187.

    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 172,711 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $6,450,756.

    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).