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Disclosery

Atria Investments, Inc: IEI position timeline

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

Atria Investments, Inc held 55,907 IEI 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 55,907 shares
    Change vs previous 13F +14,002 shares

    0.06% of the 13F portfolio, value $6,342,120.

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

  2. period ended2026-06-30
    13F 41,905 shares
    Change vs previous 13F -3,521 shares

    0.05% of the 13F portfolio, value $4,921,793.

    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 45,426 shares
    Change vs previous 13F -1,548 shares

    0.06% of the 13F portfolio, value $5,387,508.

    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 46,974 shares
    Change vs previous 13F +1,938 shares

    0.06% of the 13F portfolio, value $5,606,369.

    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 45,036 shares
    Change vs previous 13F -22,689 shares

    0.06% of the 13F portfolio, value $5,382,205.

    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 67,725 shares
    Change vs previous 13F -4,625 shares

    0.1% of the 13F portfolio, value $8,065,358.

    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 72,350 shares
    Change vs previous 13F +8,722 shares

    0.11% of the 13F portfolio, value $8,547,075.

    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 63,628 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $7,352,223.

    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).