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Disclosery

Atria Investments, Inc: HGER position timeline

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

Atria Investments, Inc held 148,258 HGER 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 148,258 shares
    Change vs previous 13F +5,712 shares

    0.05% of the 13F portfolio, value $5,227,577.

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

  2. period ended2026-06-30
    13F 142,546 shares
    Change vs previous 13F +11,822 shares

    0.04% of the 13F portfolio, value $4,182,300.

    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 130,724 shares
    Change vs previous 13F +105,631 shares

    0.05% of the 13F portfolio, value $4,053,751.

    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 25,093 shares
    Change vs previous 13F -777 shares

    0.01% of the 13F portfolio, value $622,808.

    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 25,870 shares
    Change vs previous 13F +6,993 shares

    0.01% of the 13F portfolio, value $667,446.

    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 18,877 shares
    Change vs previous 13F -3,110 shares

    0.01% of the 13F portfolio, value $458,522.

    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 21,987 shares
    Change vs previous 13F -81,794 shares

    0.01% of the 13F portfolio, value $528,787.

    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 103,781 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,297,234.

    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).