Skip to content
Disclosery

Atria Investments, Inc: HDB position timeline

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

Atria Investments, Inc held 48,470 HDB 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 48,470 shares
    Change vs previous 13F +1,306 shares

    0.01% of the 13F portfolio, value $1,082,823.

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

  2. period ended2026-06-30
    13F 47,164 shares
    Change vs previous 13F -21,539 shares

    0.01% of the 13F portfolio, value $1,218,257.

    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 68,703 shares
    Change vs previous 13F -634 shares

    0.02% of the 13F portfolio, value $1,709,337.

    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 69,337 shares
    Change vs previous 13F -4,652 shares

    0.03% of the 13F portfolio, value $2,533,567.

    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 73,989 shares
    Change vs previous 13F +28,146 shares

    0.03% of the 13F portfolio, value $2,527,452.

    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 45,843 shares
    Change vs previous 13F +5,627 shares

    0.04% of the 13F portfolio, value $3,514,808.

    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 40,216 shares
    Change vs previous 13F -4,781 shares

    0.03% of the 13F portfolio, value $2,671,980.

    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 44,997 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $2,873,487.

    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).