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Atria Investments, Inc: IBIT position timeline

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

Atria Investments, Inc held 82,603 IBIT 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 82,603 shares
    Change vs previous 13F -4,130 shares

    0.03% of the 13F portfolio, value $2,749,854.

    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 86,733 shares
    Change vs previous 13F -25,938 shares

    0.04% of the 13F portfolio, value $3,332,282.

    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 112,671 shares
    Change vs previous 13F +53,195 shares

    0.06% of the 13F portfolio, value $5,594,115.

    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 59,476 shares
    Change vs previous 13F +6,752 shares

    0.04% of the 13F portfolio, value $3,865,940.

    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 52,724 shares
    Change vs previous 13F +3,159 shares

    0.04% of the 13F portfolio, value $3,227,236.

    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 49,565 shares
    Change vs previous 13F +36,651 shares

    0.03% of the 13F portfolio, value $2,320,138.

    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 12,914 shares
    Change vs previous 13F -2,534 shares

    0.01% of the 13F portfolio, value $685,088.

    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 15,448 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $558,136.

    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).