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Atria Investments, Inc: INTU position timeline

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

Atria Investments, Inc held 6,996 INTU 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 6,996 shares
    Change vs previous 13F -10,855 shares

    0.02% of the 13F portfolio, value $1,825,909.

    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 17,851 shares
    Change vs previous 13F -7,417 shares

    0.09% of the 13F portfolio, value $7,718,267.

    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 25,268 shares
    Change vs previous 13F -1,694 shares

    0.19% of the 13F portfolio, value $16,737,958.

    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 26,962 shares
    Change vs previous 13F +2,696 shares

    0.21% of the 13F portfolio, value $18,412,411.

    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 24,266 shares
    Change vs previous 13F +3,094 shares

    0.23% of the 13F portfolio, value $19,112,793.

    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 21,172 shares
    Change vs previous 13F -5,735 shares

    0.17% of the 13F portfolio, value $12,999,702.

    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 26,907 shares
    Change vs previous 13F -1,306 shares

    0.21% of the 13F portfolio, value $16,910,813.

    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 28,213 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $17,520,458.

    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).