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Disclosery

Atria Investments, Inc: IJR position timeline

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

Atria Investments, Inc held 34,944 IJR 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 34,944 shares
    Change vs previous 13F -13,448 shares

    0.05% of the 13F portfolio, value $4,753,811.

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

  2. period ended2026-06-30
    13F 48,392 shares
    Change vs previous 13F -23,859 shares

    0.07% of the 13F portfolio, value $7,177,052.

    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 72,251 shares
    Change vs previous 13F -8,322 shares

    0.1% of the 13F portfolio, value $8,981,478.

    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 80,573 shares
    Change vs previous 13F +28,184 shares

    0.11% of the 13F portfolio, value $9,683,255.

    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 52,389 shares
    Change vs previous 13F -5,258 shares

    0.07% of the 13F portfolio, value $6,225,331.

    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 57,647 shares
    Change vs previous 13F -2,871 shares

    0.07% of the 13F portfolio, value $6,300,241.

    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 60,518 shares
    Change vs previous 13F +6,340 shares

    0.08% of the 13F portfolio, value $6,328,376.

    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 54,178 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $6,242,338.

    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).