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Disclosery

Atria Investments, Inc: IBDT position timeline

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

Atria Investments, Inc held 374,417 IBDT 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 374,417 shares
    Change vs previous 13F +41,680 shares

    0.09% of the 13F portfolio, value $9,454,030.

    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 332,737 shares
    Change vs previous 13F +14,558 shares

    0.09% of the 13F portfolio, value $8,428,217.

    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 318,179 shares
    Change vs previous 13F +113,453 shares

    0.09% of the 13F portfolio, value $8,099,270.

    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 204,726 shares
    Change vs previous 13F +638 shares

    0.06% of the 13F portfolio, value $5,224,599.

    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 204,088 shares
    Change vs previous 13F +2,044 shares

    0.06% of the 13F portfolio, value $5,187,918.

    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 202,044 shares
    Change vs previous 13F +10,351 shares

    0.07% of the 13F portfolio, value $5,103,620.

    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 191,693 shares
    Change vs previous 13F +88,724 shares

    0.06% of the 13F portfolio, value $4,773,163.

    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 102,969 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,628,804.

    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).