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Atria Investments, Inc: HOMB position timeline

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

Atria Investments, Inc held 8,159 HOMB 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 8,159 shares
    Change vs previous 13F -307 shares

    <0.01% of the 13F portfolio, value $229,931.

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

  2. period ended2026-06-30
    13F 8,466 shares
    Change vs previous 13F -5,936 shares

    <0.01% of the 13F portfolio, value $241,696.

    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 14,402 shares
    Change vs previous 13F +1,341 shares

    <0.01% of the 13F portfolio, value $387,844.

    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 13,061 shares
    Change vs previous 13F +2,344 shares

    <0.01% of the 13F portfolio, value $362,827.

    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 10,717 shares
    Change vs previous 13F +3,387 shares

    <0.01% of the 13F portfolio, value $303,280.

    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 7,330 shares
    Change vs previous 13F -408 shares

    <0.01% of the 13F portfolio, value $208,601.

    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 7,738 shares
    Change vs previous 13F -1,373 shares

    <0.01% of the 13F portfolio, value $218,751.

    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 9,111 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $257,833.

    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).