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Disclosery

Atria Investments, Inc: IOT position timeline

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

Atria Investments, Inc held 29,158 IOT 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 29,158 shares
    Change vs previous 13F +8,210 shares

    0.01% of the 13F portfolio, value $1,111,795.

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

  2. period ended2026-06-30
    13F 20,948 shares
    Change vs previous 13F +2,979 shares

    0.01% of the 13F portfolio, value $679,344.

    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 17,969 shares
    Change vs previous 13F -61 shares

    0.01% of the 13F portfolio, value $569,438.

    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 18,030 shares
    Change vs previous 13F +6,667 shares

    0.01% of the 13F portfolio, value $639,164.

    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 11,363 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $423,272.

    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).