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Atria Investments, Inc: IMTM position timeline

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

Atria Investments, Inc held 103,372 IMTM 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 103,372 shares
    Change vs previous 13F +1,100 shares

    0.06% of the 13F portfolio, value $5,512,834.

    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 102,272 shares
    Change vs previous 13F -8,956 shares

    0.05% of the 13F portfolio, value $4,911,104.

    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 111,228 shares
    Change vs previous 13F +5,152 shares

    0.06% of the 13F portfolio, value $5,335,602.

    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 106,076 shares
    Change vs previous 13F +4,019 shares

    0.06% of the 13F portfolio, value $5,078,899.

    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 102,057 shares
    Change vs previous 13F +1,188 shares

    0.06% of the 13F portfolio, value $4,662,965.

    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 100,869 shares
    Change vs previous 13F +23,278 shares

    0.05% of the 13F portfolio, value $4,028,716.

    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 77,591 shares
    Change vs previous 13F -205 shares

    0.04% of the 13F portfolio, value $2,901,911.

    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 77,796 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $3,141,417.

    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).