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Disclosery

Atria Investments, Inc: IQV position timeline

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

Atria Investments, Inc held 21,094 IQV 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 21,094 shares
    Change vs previous 13F -1,742 shares

    0.06% of the 13F portfolio, value $5,671,060.

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

  2. period ended2026-06-30
    13F 22,836 shares
    Change vs previous 13F -1,823 shares

    0.04% of the 13F portfolio, value $4,412,327.

    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 24,659 shares
    Change vs previous 13F -2,821 shares

    0.05% of the 13F portfolio, value $4,205,346.

    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 27,480 shares
    Change vs previous 13F -1,371 shares

    0.07% of the 13F portfolio, value $6,194,267.

    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 28,851 shares
    Change vs previous 13F +103 shares

    0.06% of the 13F portfolio, value $5,479,959.

    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 28,748 shares
    Change vs previous 13F +9,312 shares

    0.05% of the 13F portfolio, value $4,530,397.

    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 19,436 shares
    Change vs previous 13F -269 shares

    0.04% of the 13F portfolio, value $3,426,567.

    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 19,705 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $3,872,230.

    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).