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Disclosery

Atria Investments, Inc: GS position timeline

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

Atria Investments, Inc held 18,998 GS 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 18,998 shares
    Change vs previous 13F +208 shares

    0.19% of the 13F portfolio, value $19,213,668.

    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 18,790 shares
    Change vs previous 13F -1,595 shares

    0.18% of the 13F portfolio, value $15,896,064.

    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 20,385 shares
    Change vs previous 13F -1,551 shares

    0.2% of the 13F portfolio, value $17,918,436.

    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 21,936 shares
    Change vs previous 13F -247 shares

    0.2% of the 13F portfolio, value $17,468,586.

    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 22,183 shares
    Change vs previous 13F -3,087 shares

    0.19% of the 13F portfolio, value $15,700,108.

    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 25,270 shares
    Change vs previous 13F +1,323 shares

    0.18% of the 13F portfolio, value $13,804,643.

    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 23,947 shares
    Change vs previous 13F +2,478 shares

    0.17% of the 13F portfolio, value $13,712,516.

    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 21,469 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $10,629,628.

    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).