Skip to content
Disclosery

Atria Investments, Inc: HR position timeline

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

Atria Investments, Inc held 20,171 HR 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 20,171 shares
    Change vs previous 13F +2,322 shares

    <0.01% of the 13F portfolio, value $357,836.

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

  2. period ended2026-06-30
    13F 17,849 shares
    Change vs previous 13F -20,376 shares

    <0.01% of the 13F portfolio, value $360,014.

    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 38,225 shares
    Change vs previous 13F +4,597 shares

    0.01% of the 13F portfolio, value $649,443.

    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 33,628 shares
    Change vs previous 13F -2,065 shares

    0.01% of the 13F portfolio, value $569,993.

    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 35,693 shares
    Change vs previous 13F -48,081 shares

    0.01% of the 13F portfolio, value $643,539.

    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 83,774 shares
    Change vs previous 13F -3,344 shares

    0.02% of the 13F portfolio, value $1,328,660.

    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 87,118 shares
    Change vs previous 13F +5,943 shares

    0.02% of the 13F portfolio, value $1,472,293.

    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 81,175 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,375,912.

    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).