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Disclosery

Atria Investments, Inc: INVH position timeline

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

Atria Investments, Inc held 12,119 INVH 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 12,119 shares
    Change vs previous 13F -1,863 shares

    <0.01% of the 13F portfolio, value $319,106.

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

  2. period ended2026-06-30
    13F 13,982 shares
    Change vs previous 13F -1,410 shares

    <0.01% of the 13F portfolio, value $422,405.

    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 15,392 shares
    Change vs previous 13F -2,314 shares

    <0.01% of the 13F portfolio, value $382,500.

    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 17,706 shares
    Change vs previous 13F -1,000 shares

    0.01% of the 13F portfolio, value $492,055.

    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 18,706 shares
    Change vs previous 13F -813 shares

    0.01% of the 13F portfolio, value $548,661.

    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 19,519 shares
    Change vs previous 13F -1,382 shares

    0.01% of the 13F portfolio, value $640,229.

    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 20,901 shares
    Change vs previous 13F +2,103 shares

    0.01% of the 13F portfolio, value $728,395.

    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 18,798 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $600,985.

    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).