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Disclosery

Atria Investments, Inc: GWRS position timeline

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

Atria Investments, Inc held 26,522 GWRS 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 26,522 shares
    Change vs previous 13F -2,530 shares

    <0.01% of the 13F portfolio, value $210,850.

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

  2. period ended2026-06-30
    13F 29,052 shares
    Change vs previous 13F -3,300 shares

    <0.01% of the 13F portfolio, value $210,339.

    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 32,352 shares
    Change vs previous 13F +10,679 shares

    <0.01% of the 13F portfolio, value $245,549.

    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 21,673 shares
    Change vs previous 13F -17,632 shares

    <0.01% of the 13F portfolio, value $183,133.

    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 39,305 shares
    Change vs previous 13F +23,570 shares

    <0.01% of the 13F portfolio, value $404,841.

    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 15,735 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $160,341.

    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).