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Disclosery

Atria Investments, Inc: HEEM position timeline

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

Atria Investments, Inc held 11,190 HEEM 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 11,190 shares
    Change vs previous 13F +4,628 shares

    <0.01% of the 13F portfolio, value $472,666.

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

  2. period ended2026-06-30
    13F 6,562 shares
    Change vs previous 13F -796 shares

    <0.01% of the 13F portfolio, value $293,518.

    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 7,358 shares
    Change vs previous 13F -530 shares

    <0.01% of the 13F portfolio, value $271,657.

    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 7,888 shares
    Change vs previous 13F +1,316 shares

    <0.01% of the 13F portfolio, value $274,187.

    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 6,572 shares
    Change vs previous 13F -263 shares

    <0.01% of the 13F portfolio, value $221,148.

    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 6,835 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $205,699.

    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).