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Disclosery

Atria Investments, Inc: IBDV position timeline

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

Atria Investments, Inc held 288,553 IBDV 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 288,553 shares
    Change vs previous 13F +38,779 shares

    0.06% of the 13F portfolio, value $6,290,466.

    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 249,774 shares
    Change vs previous 13F +16,168 shares

    0.06% of the 13F portfolio, value $5,467,551.

    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 233,606 shares
    Change vs previous 13F +223,981 shares

    0.06% of the 13F portfolio, value $5,155,684.

    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 9,625 shares
    Change vs previous 13F +189 shares

    <0.01% of the 13F portfolio, value $213,194.

    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 9,436 shares
    Change vs previous 13F -152,961 shares

    <0.01% of the 13F portfolio, value $207,403.

    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 162,397 shares
    Change vs previous 13F +71,580 shares

    0.05% of the 13F portfolio, value $3,527,269.

    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 90,817 shares
    Change vs previous 13F +11,523 shares

    0.02% of the 13F portfolio, value $1,939,857.

    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 79,294 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,757,942.

    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).