Skip to content
Disclosery

Atria Investments, Inc: HLNE position timeline

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

Atria Investments, Inc held 15,619 HLNE 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 15,619 shares
    Change vs previous 13F +8,246 shares

    0.01% of the 13F portfolio, value $1,356,682.

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

  2. period ended2026-06-30
    13F 7,373 shares
    Change vs previous 13F -9,724 shares

    0.01% of the 13F portfolio, value $581,238.

    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 17,097 shares
    Change vs previous 13F +6,428 shares

    0.02% of the 13F portfolio, value $1,699,423.

    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 10,669 shares
    Change vs previous 13F -1,530 shares

    0.02% of the 13F portfolio, value $1,432,951.

    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 12,199 shares
    Change vs previous 13F -703 shares

    0.02% of the 13F portfolio, value $1,644,274.

    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 12,902 shares
    Change vs previous 13F +9,233 shares

    0.02% of the 13F portfolio, value $1,833,623.

    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 3,669 shares
    Change vs previous 13F +530 shares

    0.01% of the 13F portfolio, value $545,538.

    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 3,139 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $464,712.

    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).