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Disclosery

Atria Investments, Inc: IHDG position timeline

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

Atria Investments, Inc held 0 IHDG 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 0 shares
    Change vs previous 13F -5,349 shares

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2026-06-30
    13F 5,349 shares
    Change vs previous 13F -2,637 shares

    <0.01% of the 13F portfolio, value $280,181.

    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 7,986 shares
    Change vs previous 13F -2,840 shares

    <0.01% of the 13F portfolio, value $384,526.

    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 10,826 shares
    Change vs previous 13F -5,086 shares

    0.01% of the 13F portfolio, value $526,793.

    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 15,912 shares
    Change vs previous 13F -2,273 shares

    0.01% of the 13F portfolio, value $733,225.

    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 18,185 shares
    Change vs previous 13F -138 shares

    0.01% of the 13F portfolio, value $819,234.

    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 18,323 shares
    Change vs previous 13F -47,899 shares

    0.01% of the 13F portfolio, value $795,218.

    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 66,222 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $2,878,675.

    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).