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Atria Investments, Inc: HSY position timeline

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

Atria Investments, Inc held 28,985 HSY 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 28,985 shares
    Change vs previous 13F +6,278 shares

    0.04% of the 13F portfolio, value $4,568,261.

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

  2. period ended2026-06-30
    13F 22,707 shares
    Change vs previous 13F +4,693 shares

    0.04% of the 13F portfolio, value $3,983,922.

    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 18,014 shares
    Change vs previous 13F +676 shares

    0.04% of the 13F portfolio, value $3,745,026.

    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 17,338 shares
    Change vs previous 13F +291 shares

    0.04% of the 13F portfolio, value $3,155,176.

    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 17,047 shares
    Change vs previous 13F +982 shares

    0.04% of the 13F portfolio, value $3,188,676.

    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 16,065 shares
    Change vs previous 13F +3,979 shares

    0.03% of the 13F portfolio, value $2,665,970.

    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 12,086 shares
    Change vs previous 13F -8,715 shares

    0.03% of the 13F portfolio, value $2,066,984.

    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 20,801 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $3,522,710.

    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).