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Atria Investments, Inc: IBTH position timeline

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

Atria Investments, Inc held 119,908 IBTH 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 119,908 shares
    Change vs previous 13F +5,199 shares

    0.03% of the 13F portfolio, value $2,682,331.

    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 114,709 shares
    Change vs previous 13F +3,087 shares

    0.03% of the 13F portfolio, value $2,572,923.

    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 111,622 shares
    Change vs previous 13F +5,851 shares

    0.03% of the 13F portfolio, value $2,508,138.

    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 105,771 shares
    Change vs previous 13F +1,275 shares

    0.03% of the 13F portfolio, value $2,381,972.

    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 104,496 shares
    Change vs previous 13F +3,415 shares

    0.03% of the 13F portfolio, value $2,350,119.

    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 101,081 shares
    Change vs previous 13F +5,951 shares

    0.03% of the 13F portfolio, value $2,266,235.

    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 95,130 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,111,576.

    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).