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Disclosery

Atria Investments, Inc: HAL position timeline

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

Atria Investments, Inc held 50,433 HAL 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 50,433 shares
    Change vs previous 13F +14,056 shares

    0.02% of the 13F portfolio, value $1,712,215.

    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 36,377 shares
    Change vs previous 13F -335 shares

    0.02% of the 13F portfolio, value $1,418,344.

    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 36,712 shares
    Change vs previous 13F +1,256 shares

    0.01% of the 13F portfolio, value $1,037,495.

    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 35,456 shares
    Change vs previous 13F +1,710 shares

    0.01% of the 13F portfolio, value $872,214.

    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 33,746 shares
    Change vs previous 13F +5,072 shares

    0.01% of the 13F portfolio, value $687,741.

    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 28,674 shares
    Change vs previous 13F +2,837 shares

    0.01% of the 13F portfolio, value $727,456.

    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 25,837 shares
    Change vs previous 13F -7,040 shares

    0.01% of the 13F portfolio, value $702,505.

    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 32,877 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $955,071.

    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).