Skip to content
Disclosery

Atria Investments, Inc: HEQT position timeline

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

Atria Investments, Inc held 19,021 HEQT 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 19,021 shares
    Change vs previous 13F +1,383 shares

    0.01% of the 13F portfolio, value $652,801.

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

  2. period ended2026-06-30
    13F 17,638 shares
    Change vs previous 13F +6,379 shares

    0.01% of the 13F portfolio, value $591,579.

    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 11,259 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $354,659.

    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).