Skip to content
Disclosery

Atria Investments, Inc: HTO position timeline

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

Atria Investments, Inc held 14,459 HTO shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,459 shares
    Change vs previous 13F -2,024 shares

    0.01% of the 13F portfolio, value $878,652.

    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).

  2. period ended2026-03-31
    13F 16,483 shares
    Change vs previous 13F -497 shares

    0.01% of the 13F portfolio, value $967,056.

    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).

  3. period ended2025-12-31
    13F 16,980 shares
    Change vs previous 13F -2,427 shares

    0.01% of the 13F portfolio, value $831,868.

    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).

  4. period ended2025-09-30
    13F 19,407 shares
    Change vs previous 13F +7,134 shares

    0.01% of the 13F portfolio, value $945,142.

    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).

  5. period ended2025-06-30
    13F 12,273 shares
    Change vs previous 13F +5,378 shares

    0.01% of the 13F portfolio, value $637,834.

    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).

  6. period ended2025-03-31
    13F 6,895 shares
    Change vs previous 13F +1,408 shares

    <0.01% of the 13F portfolio, value $377,093.

    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).

  7. period ended2024-12-31
    13F 5,487 shares
    Change vs previous 13F -417 shares

    <0.01% of the 13F portfolio, value $270,061.

    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).

  8. period ended2024-09-30
    13F 5,904 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $343,087.

    13F-HR 0001535865-24-000019 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).