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Disclosery

Atria Investments, Inc: IBTI position timeline

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

Atria Investments, Inc held 129,909 IBTI 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 129,909 shares
    Change vs previous 13F +9,265 shares

    0.03% of the 13F portfolio, value $2,846,311.

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

  2. period ended2026-06-30
    13F 120,644 shares
    Change vs previous 13F +5,424 shares

    0.03% of the 13F portfolio, value $2,671,052.

    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 115,220 shares
    Change vs previous 13F +3,379 shares

    0.03% of the 13F portfolio, value $2,567,439.

    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 111,841 shares
    Change vs previous 13F +5,067 shares

    0.03% of the 13F portfolio, value $2,501,316.

    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 106,774 shares
    Change vs previous 13F +7,765 shares

    0.03% of the 13F portfolio, value $2,390,145.

    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 99,009 shares
    Change vs previous 13F +216 shares

    0.03% of the 13F portfolio, value $2,213,844.

    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).

  7. period ended2025-03-31
    13F 98,793 shares
    Change vs previous 13F -6,200 shares

    0.03% of the 13F portfolio, value $2,198,143.

    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).

  8. period ended2024-12-31
    13F 104,993 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,299,728.

    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).