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Disclosery

Atria Investments, Inc: IGV position timeline

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

Atria Investments, Inc held 47,507 IGV 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 47,507 shares
    Change vs previous 13F +2,298 shares

    0.05% of the 13F portfolio, value $5,058,552.

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

  2. period ended2026-06-30
    13F 45,209 shares
    Change vs previous 13F +20,939 shares

    0.04% of the 13F portfolio, value $4,095,944.

    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 24,270 shares
    Change vs previous 13F -35,727 shares

    0.02% of the 13F portfolio, value $1,942,814.

    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 59,997 shares
    Change vs previous 13F -1,593 shares

    0.07% of the 13F portfolio, value $6,341,083.

    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 61,590 shares
    Change vs previous 13F -22,771 shares

    0.08% of the 13F portfolio, value $7,083,466.

    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 84,361 shares
    Change vs previous 13F +13,274 shares

    0.11% of the 13F portfolio, value $9,237,530.

    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 71,087 shares
    Change vs previous 13F +41,217 shares

    0.08% of the 13F portfolio, value $6,326,032.

    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 29,870 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $2,990,584.

    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).