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Atria Investments, Inc: ISCG position timeline

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

Atria Investments, Inc held 316,378 ISCG 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 316,378 shares
    Change vs previous 13F -7,682 shares

    0.21% of the 13F portfolio, value $20,735,388.

    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 324,060 shares
    Change vs previous 13F +18,953 shares

    0.2% of the 13F portfolio, value $17,758,481.

    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 305,107 shares
    Change vs previous 13F +7,359 shares

    0.19% of the 13F portfolio, value $16,921,209.

    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 297,748 shares
    Change vs previous 13F +2,272 shares

    0.18% of the 13F portfolio, value $16,170,377.

    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 295,476 shares
    Change vs previous 13F +12,321 shares

    0.17% of the 13F portfolio, value $14,702,878.

    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 283,155 shares
    Change vs previous 13F +3,701 shares

    0.16% of the 13F portfolio, value $12,756,116.

    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 279,454 shares
    Change vs previous 13F -38,262 shares

    0.17% of the 13F portfolio, value $13,821,801.

    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 317,716 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $15,555,372.

    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).