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Disclosery

Atria Investments, Inc: HEI position timeline

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

Atria Investments, Inc held 1,210 HEI 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 1,210 shares
    Change vs previous 13F -123 shares

    <0.01% of the 13F portfolio, value $366,797.

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

  2. period ended2026-06-30
    13F 1,333 shares
    Change vs previous 13F -282 shares

    <0.01% of the 13F portfolio, value $474,724.

    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 1,615 shares
    Change vs previous 13F +343 shares

    <0.01% of the 13F portfolio, value $442,806.

    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 1,272 shares
    Change vs previous 13F -250 shares

    <0.01% of the 13F portfolio, value $411,557.

    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 1,522 shares
    Change vs previous 13F -126 shares

    0.01% of the 13F portfolio, value $491,283.

    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 1,648 shares
    Change vs previous 13F -52 shares

    0.01% of the 13F portfolio, value $540,471.

    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 1,700 shares
    Change vs previous 13F +230 shares

    0.01% of the 13F portfolio, value $454,159.

    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 1,470 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $349,393.

    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).