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Disclosery

Atria Investments, Inc: GRID position timeline

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

Atria Investments, Inc held 257,335 GRID 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 257,335 shares
    Change vs previous 13F +8,070 shares

    0.44% of the 13F portfolio, value $45,576,576.

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

  2. period ended2026-06-30
    13F 249,265 shares
    Change vs previous 13F +51,438 shares

    0.48% of the 13F portfolio, value $47,796,510.

    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 197,827 shares
    Change vs previous 13F +169,236 shares

    0.36% of the 13F portfolio, value $32,360,516.

    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 28,591 shares
    Change vs previous 13F +26,889 shares

    0.05% of the 13F portfolio, value $4,374,991.

    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 1,702 shares
    Change vs previous 13F +216 shares

    <0.01% of the 13F portfolio, value $257,142.

    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 1,486 shares
    Change vs previous 13F +1,486 shares

    <0.01% of the 13F portfolio, value $206,523.

    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 0 shares
    Change vs previous 13F -3,813 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  8. period ended2024-12-31
    13F 3,813 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $454,990.

    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).