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Atria Investments, Inc: ICSH position timeline

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

Atria Investments, Inc held 13,725 ICSH 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 13,725 shares
    Change vs previous 13F -1,370 shares

    0.01% of the 13F portfolio, value $691,719.

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

  2. period ended2026-06-30
    13F 15,095 shares
    Change vs previous 13F +8,586 shares

    0.01% of the 13F portfolio, value $763,484.

    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 6,509 shares
    Change vs previous 13F -225,223 shares

    <0.01% of the 13F portfolio, value $329,503.

    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 231,732 shares
    Change vs previous 13F +5,156 shares

    0.13% of the 13F portfolio, value $11,721,023.

    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 226,576 shares
    Change vs previous 13F +10,828 shares

    0.13% of the 13F portfolio, value $11,498,739.

    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 215,748 shares
    Change vs previous 13F -6,966 shares

    0.13% of the 13F portfolio, value $10,940,577.

    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 222,714 shares
    Change vs previous 13F -6 shares

    0.14% of the 13F portfolio, value $11,291,614.

    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 222,720 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $11,231,771.

    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).