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Disclosery

Atria Investments, Inc: IGM position timeline

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

Atria Investments, Inc held 19,107 IGM 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 19,107 shares
    Change vs previous 13F -239 shares

    0.03% of the 13F portfolio, value $3,229,791.

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

  2. period ended2026-06-30
    13F 19,346 shares
    Change vs previous 13F -1,422 shares

    0.03% of the 13F portfolio, value $3,164,550.

    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 20,768 shares
    Change vs previous 13F -707 shares

    0.03% of the 13F portfolio, value $2,461,271.

    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 21,475 shares
    Change vs previous 13F -17,505 shares

    0.03% of the 13F portfolio, value $2,773,760.

    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 38,980 shares
    Change vs previous 13F +27,929 shares

    0.06% of the 13F portfolio, value $4,909,562.

    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 11,051 shares
    Change vs previous 13F -1,161 shares

    0.01% of the 13F portfolio, value $1,241,475.

    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 12,212 shares
    Change vs previous 13F +111 shares

    0.01% of the 13F portfolio, value $1,107,266.

    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 12,101 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,235,408.

    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).