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Disclosery

Atria Investments, Inc: IJH position timeline

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

Atria Investments, Inc held 144,775 IJH 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 144,775 shares
    Change vs previous 13F -12,218 shares

    0.1% of the 13F portfolio, value $10,416,570.

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

  2. period ended2026-06-30
    13F 156,993 shares
    Change vs previous 13F +10,847 shares

    0.12% of the 13F portfolio, value $12,105,696.

    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 146,146 shares
    Change vs previous 13F -5,362 shares

    0.11% of the 13F portfolio, value $9,869,245.

    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 151,508 shares
    Change vs previous 13F +14,612 shares

    0.11% of the 13F portfolio, value $9,999,551.

    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 136,896 shares
    Change vs previous 13F -12,784 shares

    0.1% of the 13F portfolio, value $8,933,852.

    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 149,680 shares
    Change vs previous 13F +4,121 shares

    0.11% of the 13F portfolio, value $9,283,131.

    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 145,559 shares
    Change vs previous 13F -7,376 shares

    0.11% of the 13F portfolio, value $8,493,391.

    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 152,935 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $9,529,380.

    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).