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Atria Investments, Inc: IFRA position timeline

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

Atria Investments, Inc held 5,117 IFRA 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 5,117 shares
    Change vs previous 13F +634 shares

    <0.01% of the 13F portfolio, value $281,576.

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

  2. period ended2026-06-30
    13F 4,483 shares
    Change vs previous 13F +179 shares

    <0.01% of the 13F portfolio, value $282,583.

    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 4,304 shares
    Change vs previous 13F +360 shares

    <0.01% of the 13F portfolio, value $246,192.

    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 3,944 shares
    Change vs previous 13F -2,281 shares

    <0.01% of the 13F portfolio, value $207,525.

    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 6,225 shares
    Change vs previous 13F -453 shares

    <0.01% of the 13F portfolio, value $328,788.

    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 6,678 shares
    Change vs previous 13F -231 shares

    <0.01% of the 13F portfolio, value $328,504.

    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 6,909 shares
    Change vs previous 13F -95,684 shares

    <0.01% of the 13F portfolio, value $311,396.

    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 102,593 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $4,749,053.

    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).