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Disclosery

Atria Investments, Inc: IMO position timeline

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

Atria Investments, Inc held 9,040 IMO 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 9,040 shares
    Change vs previous 13F -281 shares

    0.01% of the 13F portfolio, value $1,112,397.

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

  2. period ended2026-06-30
    13F 9,321 shares
    Change vs previous 13F -69 shares

    0.01% of the 13F portfolio, value $1,044,161.

    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 9,390 shares
    Change vs previous 13F +178 shares

    0.01% of the 13F portfolio, value $1,228,400.

    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 9,212 shares
    Change vs previous 13F +1,571 shares

    0.01% of the 13F portfolio, value $795,088.

    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 7,641 shares
    Change vs previous 13F +1,655 shares

    0.01% of the 13F portfolio, value $693,344.

    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 5,986 shares
    Change vs previous 13F +1,545 shares

    0.01% of the 13F portfolio, value $475,767.

    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 4,441 shares
    Change vs previous 13F +300 shares

    <0.01% of the 13F portfolio, value $321,165.

    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 4,141 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $255,078.

    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).