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Atria Investments, Inc: HLT position timeline

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

Atria Investments, Inc held 14,378 HLT 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 14,378 shares
    Change vs previous 13F -4,937 shares

    0.04% of the 13F portfolio, value $4,573,853.

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

  2. period ended2026-06-30
    13F 19,315 shares
    Change vs previous 13F -1,850 shares

    0.06% of the 13F portfolio, value $6,382,948.

    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 21,165 shares
    Change vs previous 13F -2,622 shares

    0.07% of the 13F portfolio, value $6,435,994.

    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 23,787 shares
    Change vs previous 13F +1,147 shares

    0.08% of the 13F portfolio, value $6,832,745.

    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 22,640 shares
    Change vs previous 13F -794 shares

    0.07% of the 13F portfolio, value $5,873,815.

    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 23,434 shares
    Change vs previous 13F +1,495 shares

    0.07% of the 13F portfolio, value $6,241,483.

    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 21,939 shares
    Change vs previous 13F +3,290 shares

    0.06% of the 13F portfolio, value $4,992,118.

    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 18,649 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $4,609,406.

    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).