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Disclosery

Atria Investments, Inc: IDV position timeline

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

Atria Investments, Inc held 23,206 IDV 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 23,206 shares
    Change vs previous 13F -1,086 shares

    0.01% of the 13F portfolio, value $979,071.

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

  2. period ended2026-06-30
    13F 24,292 shares
    Change vs previous 13F -196 shares

    0.01% of the 13F portfolio, value $1,006,398.

    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 24,488 shares
    Change vs previous 13F -2,032 shares

    0.01% of the 13F portfolio, value $1,042,214.

    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 26,520 shares
    Change vs previous 13F +3,541 shares

    0.01% of the 13F portfolio, value $1,046,209.

    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 22,979 shares
    Change vs previous 13F -1,556 shares

    0.01% of the 13F portfolio, value $839,873.

    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 24,535 shares
    Change vs previous 13F -62 shares

    0.01% of the 13F portfolio, value $846,711.

    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 24,597 shares
    Change vs previous 13F +1,131 shares

    0.01% of the 13F portfolio, value $762,985.

    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 23,466 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $642,494.

    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).