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Atria Investments, Inc: IBDS position timeline

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

Atria Investments, Inc held 374,157 IBDS 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 374,157 shares
    Change vs previous 13F +39,703 shares

    0.09% of the 13F portfolio, value $9,062,073.

    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 334,454 shares
    Change vs previous 13F +12,059 shares

    0.09% of the 13F portfolio, value $8,107,168.

    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 322,395 shares
    Change vs previous 13F +117,810 shares

    0.09% of the 13F portfolio, value $7,827,752.

    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 204,585 shares
    Change vs previous 13F +4,042 shares

    0.06% of the 13F portfolio, value $4,979,604.

    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 200,543 shares
    Change vs previous 13F -20,670 shares

    0.06% of the 13F portfolio, value $4,867,170.

    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 221,213 shares
    Change vs previous 13F +8,843 shares

    0.07% of the 13F portfolio, value $5,348,924.

    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 212,370 shares
    Change vs previous 13F +91,672 shares

    0.06% of the 13F portfolio, value $5,088,383.

    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 120,698 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $2,941,400.

    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).