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Disclosery

Atria Investments, Inc: IEF position timeline

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

Atria Investments, Inc held 161,233 IEF 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 161,233 shares
    Change vs previous 13F +2,343 shares

    0.14% of the 13F portfolio, value $14,399,683.

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

  2. period ended2026-06-30
    13F 158,890 shares
    Change vs previous 13F -27,416 shares

    0.15% of the 13F portfolio, value $15,026,258.

    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 186,306 shares
    Change vs previous 13F +89,932 shares

    0.2% of the 13F portfolio, value $17,781,007.

    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 96,374 shares
    Change vs previous 13F +516 shares

    0.11% of the 13F portfolio, value $9,267,361.

    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 95,858 shares
    Change vs previous 13F +4,097 shares

    0.11% of the 13F portfolio, value $9,246,434.

    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 91,761 shares
    Change vs previous 13F -5,671 shares

    0.1% of the 13F portfolio, value $8,787,952.

    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 97,432 shares
    Change vs previous 13F -3,670 shares

    0.12% of the 13F portfolio, value $9,292,128.

    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 101,102 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $9,346,874.

    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).