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Disclosery

Atria Investments, Inc: IRT position timeline

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

Atria Investments, Inc held 54,473 IRT 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 54,473 shares
    Change vs previous 13F -910 shares

    0.01% of the 13F portfolio, value $909,161.

    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 55,383 shares
    Change vs previous 13F -3,349 shares

    0.01% of the 13F portfolio, value $824,651.

    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 58,732 shares
    Change vs previous 13F +9,868 shares

    0.01% of the 13F portfolio, value $1,026,639.

    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 48,864 shares
    Change vs previous 13F -5,517 shares

    0.01% of the 13F portfolio, value $800,886.

    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 54,381 shares
    Change vs previous 13F +8,228 shares

    0.01% of the 13F portfolio, value $962,002.

    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 46,153 shares
    Change vs previous 13F +5,977 shares

    0.01% of the 13F portfolio, value $979,826.

    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 40,176 shares
    Change vs previous 13F +6,445 shares

    0.01% of the 13F portfolio, value $797,097.

    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 33,731 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $691,487.

    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).