Skip to content
Disclosery

Atria Investments, Inc: HLMN position timeline

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

Atria Investments, Inc held 58,625 HLMN 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 58,625 shares
    Change vs previous 13F -1,015 shares

    <0.01% of the 13F portfolio, value $409,789.

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

  2. period ended2026-06-30
    13F 59,640 shares
    Change vs previous 13F -23,103 shares

    0.01% of the 13F portfolio, value $503,362.

    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 82,743 shares
    Change vs previous 13F +2,608 shares

    0.01% of the 13F portfolio, value $688,422.

    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 80,135 shares
    Change vs previous 13F +1,319 shares

    0.01% of the 13F portfolio, value $693,969.

    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 78,816 shares
    Change vs previous 13F -782 shares

    0.01% of the 13F portfolio, value $723,531.

    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 79,598 shares
    Change vs previous 13F -2,692 shares

    0.01% of the 13F portfolio, value $568,330.

    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 82,290 shares
    Change vs previous 13F +9,564 shares

    0.01% of the 13F portfolio, value $723,329.

    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 72,726 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $708,351.

    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).