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Disclosery

Atria Investments, Inc: IDA position timeline

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

Atria Investments, Inc held 7,535 IDA 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 7,535 shares
    Change vs previous 13F -2,893 shares

    0.01% of the 13F portfolio, value $1,140,045.

    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 10,428 shares
    Change vs previous 13F +26 shares

    0.02% of the 13F portfolio, value $1,490,880.

    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 10,402 shares
    Change vs previous 13F -271 shares

    0.01% of the 13F portfolio, value $1,316,448.

    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 10,673 shares
    Change vs previous 13F +882 shares

    0.02% of the 13F portfolio, value $1,410,456.

    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 9,791 shares
    Change vs previous 13F +442 shares

    0.01% of the 13F portfolio, value $1,130,368.

    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 9,349 shares
    Change vs previous 13F -86 shares

    0.01% of the 13F portfolio, value $1,086,496.

    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 9,435 shares
    Change vs previous 13F -330 shares

    0.01% of the 13F portfolio, value $1,031,097.

    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).

  8. period ended2024-09-30
    13F 9,765 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,006,663.

    13F-HR 0001535865-24-000019 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).