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Atria Investments, Inc: IQLT position timeline

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

Atria Investments, Inc held 16,863 IQLT 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 16,863 shares
    Change vs previous 13F -2,276 shares

    0.01% of the 13F portfolio, value $835,539.

    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 19,139 shares
    Change vs previous 13F -125,575 shares

    0.01% of the 13F portfolio, value $884,801.

    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 144,714 shares
    Change vs previous 13F +38,002 shares

    0.07% of the 13F portfolio, value $6,577,239.

    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 106,712 shares
    Change vs previous 13F -2,767 shares

    0.05% of the 13F portfolio, value $4,715,582.

    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 109,479 shares
    Change vs previous 13F +3,700 shares

    0.06% of the 13F portfolio, value $4,731,670.

    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 105,779 shares
    Change vs previous 13F +33,777 shares

    0.05% of the 13F portfolio, value $4,198,354.

    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 72,002 shares
    Change vs previous 13F -8,696 shares

    0.03% of the 13F portfolio, value $2,672,703.

    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 80,698 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $3,348,175.

    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).