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Disclosery

Atria Investments, Inc: INCM position timeline

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

Atria Investments, Inc held 12,783 INCM 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 12,783 shares
    Change vs previous 13F +117 shares

    <0.01% of the 13F portfolio, value $363,804.

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

  2. period ended2026-06-30
    13F 12,666 shares
    Change vs previous 13F +194 shares

    <0.01% of the 13F portfolio, value $365,478.

    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 12,472 shares
    Change vs previous 13F -170 shares

    <0.01% of the 13F portfolio, value $358,570.

    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 12,642 shares
    Change vs previous 13F +70 shares

    <0.01% of the 13F portfolio, value $354,482.

    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 12,572 shares
    Change vs previous 13F +79 shares

    <0.01% of the 13F portfolio, value $348,747.

    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 12,493 shares
    Change vs previous 13F +2,210 shares

    <0.01% of the 13F portfolio, value $337,936.

    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 10,283 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $273,836.

    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).