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Atria Investments, Inc: INVX position timeline

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

Atria Investments, Inc held 28,283 INVX 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 28,283 shares
    Change vs previous 13F -6,975 shares

    0.01% of the 13F portfolio, value $764,207.

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

  2. period ended2026-06-30
    13F 35,258 shares
    Change vs previous 13F +559 shares

    0.01% of the 13F portfolio, value $874,398.

    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 34,699 shares
    Change vs previous 13F -6,006 shares

    0.01% of the 13F portfolio, value $846,309.

    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 40,705 shares
    Change vs previous 13F -1,086 shares

    0.01% of the 13F portfolio, value $890,218.

    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 41,791 shares
    Change vs previous 13F -6,312 shares

    0.01% of the 13F portfolio, value $774,805.

    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 48,103 shares
    Change vs previous 13F -15,158 shares

    0.01% of the 13F portfolio, value $751,369.

    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 63,261 shares
    Change vs previous 13F -7 shares

    0.01% of the 13F portfolio, value $1,136,168.

    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 63,268 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $883,854.

    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).