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Disclosery

Atria Investments, Inc: HALO position timeline

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

Atria Investments, Inc held 28,648 HALO 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 28,648 shares
    Change vs previous 13F +9,860 shares

    0.03% of the 13F portfolio, value $3,162,739.

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

  2. period ended2026-06-30
    13F 18,788 shares
    Change vs previous 13F +911 shares

    0.01% of the 13F portfolio, value $1,470,537.

    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 17,877 shares
    Change vs previous 13F +2,362 shares

    0.01% of the 13F portfolio, value $1,155,391.

    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 15,515 shares
    Change vs previous 13F -6,307 shares

    0.01% of the 13F portfolio, value $1,044,159.

    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 21,822 shares
    Change vs previous 13F +9,309 shares

    0.02% of the 13F portfolio, value $1,600,425.

    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 12,513 shares
    Change vs previous 13F +986 shares

    0.01% of the 13F portfolio, value $650,926.

    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 11,527 shares
    Change vs previous 13F +1,449 shares

    0.01% of the 13F portfolio, value $735,538.

    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 10,078 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $481,829.

    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).