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Disclosery

Atria Investments, Inc: IAI position timeline

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

Atria Investments, Inc held 4,009 IAI 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 4,009 shares
    Change vs previous 13F -1,519 shares

    0.01% of the 13F portfolio, value $706,145.

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

  2. period ended2026-06-30
    13F 5,528 shares
    Change vs previous 13F +46 shares

    0.01% of the 13F portfolio, value $969,224.

    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 5,482 shares
    Change vs previous 13F -215 shares

    0.01% of the 13F portfolio, value $900,035.

    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 5,697 shares
    Change vs previous 13F -1,291 shares

    0.01% of the 13F portfolio, value $1,021,871.

    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 6,988 shares
    Change vs previous 13F -557 shares

    0.01% of the 13F portfolio, value $1,236,037.

    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 7,545 shares
    Change vs previous 13F -2,632 shares

    0.02% of the 13F portfolio, value $1,276,178.

    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 10,177 shares
    Change vs previous 13F -11,587 shares

    0.02% of the 13F portfolio, value $1,425,914.

    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 21,764 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $3,136,237.

    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).