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Disclosery

Atria Investments, Inc: HWM position timeline

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

Atria Investments, Inc held 25,726 HWM 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 25,726 shares
    Change vs previous 13F +2,283 shares

    0.07% of the 13F portfolio, value $6,916,570.

    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 23,443 shares
    Change vs previous 13F +622 shares

    0.06% of the 13F portfolio, value $5,402,722.

    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 22,821 shares
    Change vs previous 13F +3,712 shares

    0.05% of the 13F portfolio, value $4,678,787.

    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 19,109 shares
    Change vs previous 13F -3,127 shares

    0.04% of the 13F portfolio, value $3,749,734.

    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 22,236 shares
    Change vs previous 13F -6,443 shares

    0.05% of the 13F portfolio, value $4,138,720.

    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 28,679 shares
    Change vs previous 13F +1,621 shares

    0.05% of the 13F portfolio, value $3,720,588.

    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 27,058 shares
    Change vs previous 13F +1,037 shares

    0.04% of the 13F portfolio, value $2,959,340.

    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 26,021 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,608,608.

    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).