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Disclosery

Atria Investments, Inc: IBD position timeline

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

Atria Investments, Inc held 13,959 IBD shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,959 shares
    Change vs previous 13F -752 shares

    <0.01% of the 13F portfolio, value $331,805.

    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).

  2. period ended2026-03-31
    13F 14,711 shares
    Change vs previous 13F +433 shares

    <0.01% of the 13F portfolio, value $350,960.

    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).

  3. period ended2025-12-31
    13F 14,278 shares
    Change vs previous 13F +79 shares

    <0.01% of the 13F portfolio, value $345,528.

    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).

  4. period ended2025-09-30
    13F 14,199 shares
    Change vs previous 13F -3,229 shares

    <0.01% of the 13F portfolio, value $342,906.

    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).

  5. period ended2025-06-30
    13F 17,428 shares
    Change vs previous 13F -132,008 shares

    <0.01% of the 13F portfolio, value $418,446.

    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).

  6. period ended2025-03-31
    13F 149,436 shares
    Change vs previous 13F -554,729 shares

    0.05% of the 13F portfolio, value $3,549,105.

    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).

  7. period ended2024-12-31
    13F 704,165 shares
    Change vs previous 13F -713,437 shares

    0.21% of the 13F portfolio, value $16,505,628.

    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).

  8. period ended2024-09-30
    13F 1,417,602 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $34,135,856.

    13F-HR 0001535865-24-000019 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).