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Disclosery

Atria Investments, Inc: HYLB position timeline

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

Atria Investments, Inc held 41,580 HYLB 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 41,580 shares
    Change vs previous 13F -26,153 shares

    0.01% of the 13F portfolio, value $1,464,445.

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

  2. period ended2026-06-30
    13F 67,733 shares
    Change vs previous 13F +27,217 shares

    0.02% of the 13F portfolio, value $2,473,607.

    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 40,516 shares
    Change vs previous 13F -85,787 shares

    0.02% of the 13F portfolio, value $1,465,074.

    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 126,303 shares
    Change vs previous 13F +1,121 shares

    0.05% of the 13F portfolio, value $4,651,739.

    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 125,182 shares
    Change vs previous 13F -11,856 shares

    0.05% of the 13F portfolio, value $4,645,509.

    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 137,038 shares
    Change vs previous 13F +40,764 shares

    0.06% of the 13F portfolio, value $5,059,435.

    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 96,274 shares
    Change vs previous 13F -1,822 shares

    0.04% of the 13F portfolio, value $3,480,312.

    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 98,096 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $3,539,299.

    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).