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Disclosery

Atria Investments, Inc: IBDW position timeline

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

Atria Investments, Inc held 118,893 IBDW shares at 2026-09-30 per its 13F-HR filed 2026-10-15.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 118,893 shares
    Change vs previous 13F -6,978 shares

    0.02% of the 13F portfolio, value $2,385,002.

    13F-HR 0001535865-26-000012 filed by Atria Investments, Inc
    Accepted , ingested

  2. period ended2026-06-30
    13F 125,871 shares
    Change vs previous 13F +13,698 shares

    0.03% of the 13F portfolio, value $2,623,161.

    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).

  3. period ended2026-03-31
    13F 112,173 shares
    Change vs previous 13F +6,580 shares

    0.03% of the 13F portfolio, value $2,347,773.

    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).

  4. period ended2025-12-31
    13F 105,593 shares
    Change vs previous 13F +95,286 shares

    0.03% of the 13F portfolio, value $2,233,292.

    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).

  5. period ended2025-09-30
    13F 10,307 shares
    Change vs previous 13F +375 shares

    <0.01% of the 13F portfolio, value $218,715.

    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).

  6. period ended2025-06-30
    13F 9,932 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $208,969.

    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).