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Disclosery

Atria Investments, Inc: HPE position timeline

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

Atria Investments, Inc held 43,669 HPE 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 43,669 shares
    Change vs previous 13F +1,560 shares

    0.03% of the 13F portfolio, value $2,790,021.

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

  2. period ended2026-06-30
    13F 42,109 shares
    Change vs previous 13F -3,192 shares

    0.02% of the 13F portfolio, value $1,899,524.

    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 45,301 shares
    Change vs previous 13F +746 shares

    0.01% of the 13F portfolio, value $1,078,627.

    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 44,555 shares
    Change vs previous 13F -2,456 shares

    0.01% of the 13F portfolio, value $1,070,212.

    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 47,011 shares
    Change vs previous 13F +6,465 shares

    0.01% of the 13F portfolio, value $1,154,594.

    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 40,546 shares
    Change vs previous 13F -5,239 shares

    0.01% of the 13F portfolio, value $829,171.

    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 45,785 shares
    Change vs previous 13F +20,942 shares

    0.01% of the 13F portfolio, value $706,466.

    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 24,843 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $530,405.

    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).