Skip to content
Disclosery

Atria Investments, Inc: ISRG position timeline

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

Atria Investments, Inc held 24,737 ISRG 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 24,737 shares
    Change vs previous 13F -4,900 shares

    0.1% of the 13F portfolio, value $9,837,329.

    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 29,637 shares
    Change vs previous 13F -6,302 shares

    0.15% of the 13F portfolio, value $13,662,354.

    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 35,939 shares
    Change vs previous 13F +6,440 shares

    0.23% of the 13F portfolio, value $20,354,404.

    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 29,499 shares
    Change vs previous 13F -4,288 shares

    0.15% of the 13F portfolio, value $13,192,832.

    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 33,787 shares
    Change vs previous 13F +779 shares

    0.22% of the 13F portfolio, value $18,360,077.

    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 33,008 shares
    Change vs previous 13F -2,269 shares

    0.21% of the 13F portfolio, value $16,347,625.

    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 35,277 shares
    Change vs previous 13F -957 shares

    0.23% of the 13F portfolio, value $18,412,922.

    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 36,234 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $17,800,432.

    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).