Skip to content
Disclosery

Atria Investments, Inc: IBTK position timeline

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

Atria Investments, Inc held 125,385 IBTK 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 125,385 shares
    Change vs previous 13F +3,922 shares

    0.02% of the 13F portfolio, value $2,450,019.

    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 121,463 shares
    Change vs previous 13F +2,757 shares

    0.03% of the 13F portfolio, value $2,395,252.

    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 118,706 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,355,723.

    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).