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Disclosery

Atria Investments, Inc: IAGG position timeline

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

Atria Investments, Inc held 7,473 IAGG 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 7,473 shares
    Change vs previous 13F -684 shares

    <0.01% of the 13F portfolio, value $367,672.

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

  2. period ended2026-06-30
    13F 8,157 shares
    Change vs previous 13F -212,185 shares

    <0.01% of the 13F portfolio, value $412,737.

    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 220,342 shares
    Change vs previous 13F +28,231 shares

    0.12% of the 13F portfolio, value $11,025,927.

    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 192,111 shares
    Change vs previous 13F +4,096 shares

    0.11% of the 13F portfolio, value $9,607,449.

    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 188,015 shares
    Change vs previous 13F +39,772 shares

    0.11% of the 13F portfolio, value $9,632,008.

    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 148,243 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $7,573,735.

    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).