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Disclosery

Atria Investments, Inc: IBTJ position timeline

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

Atria Investments, Inc held 118,046 IBTJ 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 118,046 shares
    Change vs previous 13F +36,043 shares

    0.02% of the 13F portfolio, value $2,505,531.

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

  2. period ended2026-06-30
    13F 82,003 shares
    Change vs previous 13F -6,502 shares

    0.02% of the 13F portfolio, value $1,775,368.

    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 88,505 shares
    Change vs previous 13F +1,988 shares

    0.02% of the 13F portfolio, value $1,933,225.

    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 86,517 shares
    Change vs previous 13F +621 shares

    0.02% of the 13F portfolio, value $1,898,607.

    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 85,896 shares
    Change vs previous 13F +34,579 shares

    0.02% of the 13F portfolio, value $1,885,856.

    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 51,317 shares
    Change vs previous 13F -25,951 shares

    0.01% of the 13F portfolio, value $1,124,879.

    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 77,268 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,682,124.

    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).