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Disclosery

Atria Investments, Inc: IBB position timeline

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

Atria Investments, Inc held 21,877 IBB 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 21,877 shares
    Change vs previous 13F +4,363 shares

    0.04% of the 13F portfolio, value $4,605,844.

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

  2. period ended2026-06-30
    13F 17,514 shares
    Change vs previous 13F +833 shares

    0.03% of the 13F portfolio, value $3,331,057.

    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 16,681 shares
    Change vs previous 13F +808 shares

    0.03% of the 13F portfolio, value $2,816,645.

    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 15,873 shares
    Change vs previous 13F +14,316 shares

    0.03% of the 13F portfolio, value $2,678,923.

    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 1,557 shares
    Change vs previous 13F -39 shares

    <0.01% of the 13F portfolio, value $224,794.

    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 1,596 shares
    Change vs previous 13F -664 shares

    <0.01% of the 13F portfolio, value $201,934.

    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 2,260 shares
    Change vs previous 13F +532 shares

    <0.01% of the 13F portfolio, value $289,078.

    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 1,728 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $228,481.

    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).