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Disclosery

Atria Investments, Inc: IR position timeline

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

Atria Investments, Inc held 17,324 IR 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 17,324 shares
    Change vs previous 13F -1,188 shares

    0.01% of the 13F portfolio, value $1,420,419.

    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 18,512 shares
    Change vs previous 13F +413 shares

    0.02% of the 13F portfolio, value $1,483,180.

    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 18,099 shares
    Change vs previous 13F +198 shares

    0.02% of the 13F portfolio, value $1,433,797.

    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 17,901 shares
    Change vs previous 13F -140 shares

    0.02% of the 13F portfolio, value $1,478,958.

    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 18,041 shares
    Change vs previous 13F -66 shares

    0.02% of the 13F portfolio, value $1,500,632.

    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 18,107 shares
    Change vs previous 13F +3,972 shares

    0.02% of the 13F portfolio, value $1,449,066.

    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 14,135 shares
    Change vs previous 13F +754 shares

    0.02% of the 13F portfolio, value $1,278,679.

    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 13,381 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,313,491.

    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).