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Atria Investments, Inc: IAU position timeline

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

Atria Investments, Inc held 140,755 IAU 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 140,755 shares
    Change vs previous 13F +15,535 shares

    0.11% of the 13F portfolio, value $10,992,965.

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

  2. period ended2026-06-30
    13F 125,220 shares
    Change vs previous 13F -6,161 shares

    0.09% of the 13F portfolio, value $9,455,362.

    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 131,381 shares
    Change vs previous 13F -97,200 shares

    0.13% of the 13F portfolio, value $11,582,549.

    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 228,581 shares
    Change vs previous 13F +3,685 shares

    0.21% of the 13F portfolio, value $18,553,920.

    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 224,896 shares
    Change vs previous 13F +47,891 shares

    0.19% of the 13F portfolio, value $16,365,682.

    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 177,005 shares
    Change vs previous 13F -123,801 shares

    0.13% of the 13F portfolio, value $11,038,032.

    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 300,806 shares
    Change vs previous 13F +174,335 shares

    0.23% of the 13F portfolio, value $17,735,522.

    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 126,471 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $6,261,579.

    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).