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Disclosery

Atria Investments, Inc: HQY position timeline

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

Atria Investments, Inc held 49,236 HQY 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 49,236 shares
    Change vs previous 13F +3,811 shares

    0.04% of the 13F portfolio, value $4,355,417.

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

  2. period ended2026-06-30
    13F 45,425 shares
    Change vs previous 13F +7,822 shares

    0.04% of the 13F portfolio, value $4,102,786.

    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 37,603 shares
    Change vs previous 13F -682 shares

    0.04% of the 13F portfolio, value $3,142,483.

    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 38,285 shares
    Change vs previous 13F +543 shares

    0.04% of the 13F portfolio, value $3,507,289.

    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 37,742 shares
    Change vs previous 13F +15,347 shares

    0.04% of the 13F portfolio, value $3,576,809.

    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 22,395 shares
    Change vs previous 13F +14,499 shares

    0.03% of the 13F portfolio, value $2,346,100.

    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 7,896 shares
    Change vs previous 13F -470 shares

    0.01% of the 13F portfolio, value $697,770.

    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 8,366 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $802,718.

    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).