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Atria Investments, Inc: IEFA position timeline

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

Atria Investments, Inc held 536,021 IEFA 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 536,021 shares
    Change vs previous 13F +44,827 shares

    0.51% of the 13F portfolio, value $51,929,759.

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

  2. period ended2026-06-30
    13F 491,194 shares
    Change vs previous 13F -65,168 shares

    0.48% of the 13F portfolio, value $47,439,497.

    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 556,362 shares
    Change vs previous 13F -21,191 shares

    0.56% of the 13F portfolio, value $50,367,497.

    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 577,553 shares
    Change vs previous 13F -23,748 shares

    0.59% of the 13F portfolio, value $51,667,927.

    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 601,301 shares
    Change vs previous 13F -22,770 shares

    0.6% of the 13F portfolio, value $52,499,561.

    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 624,071 shares
    Change vs previous 13F +21,577 shares

    0.62% of the 13F portfolio, value $52,097,455.

    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 602,494 shares
    Change vs previous 13F +4,794 shares

    0.58% of the 13F portfolio, value $45,578,647.

    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 597,700 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $42,006,342.

    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).