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Atria Investments, Inc: IBM position timeline

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

Atria Investments, Inc held 56,830 IBM 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 56,830 shares
    Change vs previous 13F -9,541 shares

    0.16% of the 13F portfolio, value $15,981,240.

    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 66,371 shares
    Change vs previous 13F -6,902 shares

    0.18% of the 13F portfolio, value $16,087,603.

    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 73,273 shares
    Change vs previous 13F -5 shares

    0.25% of the 13F portfolio, value $21,704,132.

    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 73,278 shares
    Change vs previous 13F -7,270 shares

    0.24% of the 13F portfolio, value $20,676,083.

    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 80,548 shares
    Change vs previous 13F -1,635 shares

    0.28% of the 13F portfolio, value $23,743,816.

    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 82,183 shares
    Change vs previous 13F -605 shares

    0.26% of the 13F portfolio, value $20,435,627.

    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 82,788 shares
    Change vs previous 13F +819 shares

    0.23% of the 13F portfolio, value $18,199,276.

    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 81,969 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $18,121,722.

    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).