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Atria Investments, Inc: IBTG position timeline

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

Atria Investments, Inc held 117,535 IBTG 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 117,535 shares
    Change vs previous 13F +4,923 shares

    0.03% of the 13F portfolio, value $2,690,365.

    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 112,612 shares
    Change vs previous 13F +3,183 shares

    0.03% of the 13F portfolio, value $2,580,512.

    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 109,429 shares
    Change vs previous 13F +5,677 shares

    0.03% of the 13F portfolio, value $2,503,182.

    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 103,752 shares
    Change vs previous 13F +1,505 shares

    0.03% of the 13F portfolio, value $2,381,118.

    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 102,247 shares
    Change vs previous 13F +3,479 shares

    0.03% of the 13F portfolio, value $2,344,528.

    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 98,768 shares
    Change vs previous 13F +5,766 shares

    0.03% of the 13F portfolio, value $2,265,737.

    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 93,002 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,121,380.

    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).