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Atria Investments, Inc: IQDG position timeline

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

Atria Investments, Inc held 84,050 IQDG 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 84,050 shares
    Change vs previous 13F +398 shares

    0.03% of the 13F portfolio, value $3,577,148.

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

  2. period ended2026-06-30
    13F 83,652 shares
    Change vs previous 13F -320 shares

    0.04% of the 13F portfolio, value $3,603,735.

    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 83,972 shares
    Change vs previous 13F -6,027 shares

    0.04% of the 13F portfolio, value $3,370,647.

    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 89,999 shares
    Change vs previous 13F +2,723 shares

    0.04% of the 13F portfolio, value $3,733,171.

    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 87,276 shares
    Change vs previous 13F +11,329 shares

    0.04% of the 13F portfolio, value $3,480,560.

    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 75,947 shares
    Change vs previous 13F +1,114 shares

    0.04% of the 13F portfolio, value $3,010,525.

    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 74,833 shares
    Change vs previous 13F -20,764 shares

    0.03% of the 13F portfolio, value $2,670,049.

    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 95,597 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $3,270,375.

    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).