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Disclosery

Atria Investments, Inc: HL position timeline

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

Atria Investments, Inc held 24,621 HL 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 24,621 shares
    Change vs previous 13F +453 shares

    <0.01% of the 13F portfolio, value $419,295.

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

  2. period ended2026-06-30
    13F 24,168 shares
    Change vs previous 13F -2,634 shares

    <0.01% of the 13F portfolio, value $372,908.

    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 26,802 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $499,320.

    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).