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Disclosery

Atria Investments, Inc: IRM position timeline

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

Atria Investments, Inc held 3,122 IRM 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 3,122 shares
    Change vs previous 13F +731 shares

    <0.01% of the 13F portfolio, value $346,340.

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

  2. period ended2026-06-30
    13F 2,391 shares
    Change vs previous 13F -927 shares

    <0.01% of the 13F portfolio, value $302,046.

    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 3,318 shares
    Change vs previous 13F +312 shares

    <0.01% of the 13F portfolio, value $338,864.

    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 3,006 shares
    Change vs previous 13F -517 shares

    <0.01% of the 13F portfolio, value $249,364.

    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 3,523 shares
    Change vs previous 13F -881 shares

    <0.01% of the 13F portfolio, value $359,102.

    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 4,404 shares
    Change vs previous 13F -569 shares

    0.01% of the 13F portfolio, value $451,715.

    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 4,973 shares
    Change vs previous 13F -12,375 shares

    0.01% of the 13F portfolio, value $427,885.

    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 17,348 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,823,472.

    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).