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Disclosery

Atria Investments, Inc: ILDR position timeline

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

Atria Investments, Inc held 196,605 ILDR shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 196,605 shares
    Change vs previous 13F -43,496 shares

    0.08% of the 13F portfolio, value $7,715,771.

    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).

  2. period ended2026-03-31
    13F 240,101 shares
    Change vs previous 13F -22,809 shares

    0.08% of the 13F portfolio, value $7,150,208.

    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).

  3. period ended2025-12-31
    13F 262,910 shares
    Change vs previous 13F +1,286 shares

    0.1% of the 13F portfolio, value $8,673,401.

    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).

  4. period ended2025-09-30
    13F 261,624 shares
    Change vs previous 13F -23,498 shares

    0.1% of the 13F portfolio, value $8,474,001.

    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).

  5. period ended2025-06-30
    13F 285,122 shares
    Change vs previous 13F -162,794 shares

    0.1% of the 13F portfolio, value $8,392,252.

    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).

  6. period ended2025-03-31
    13F 447,916 shares
    Change vs previous 13F -165,862 shares

    0.13% of the 13F portfolio, value $10,446,208.

    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).

  7. period ended2024-12-31
    13F 613,778 shares
    Change vs previous 13F -8,164 shares

    0.2% of the 13F portfolio, value $15,669,752.

    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).

  8. period ended2024-09-30
    13F 621,942 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $15,150,135.

    13F-HR 0001535865-24-000019 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).