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Atria Investments, Inc: IBDR position timeline

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

Atria Investments, Inc held 377,655 IBDR 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 377,655 shares
    Change vs previous 13F +39,371 shares

    0.09% of the 13F portfolio, value $9,150,569.

    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 338,284 shares
    Change vs previous 13F +11,714 shares

    0.09% of the 13F portfolio, value $8,199,998.

    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 326,570 shares
    Change vs previous 13F +114,758 shares

    0.09% of the 13F portfolio, value $7,912,799.

    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 211,812 shares
    Change vs previous 13F +4,562 shares

    0.06% of the 13F portfolio, value $5,147,038.

    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 207,250 shares
    Change vs previous 13F -24,201 shares

    0.06% of the 13F portfolio, value $5,025,812.

    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 231,451 shares
    Change vs previous 13F +9,681 shares

    0.07% of the 13F portfolio, value $5,603,436.

    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 221,770 shares
    Change vs previous 13F +92,054 shares

    0.07% of the 13F portfolio, value $5,337,998.

    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 129,716 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $3,152,109.

    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).