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Disclosery

Atria Investments, Inc: ITA position timeline

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

Atria Investments, Inc held 47,115 ITA 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 47,115 shares
    Change vs previous 13F -1,006 shares

    0.1% of the 13F portfolio, value $9,761,300.

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

  2. period ended2026-06-30
    13F 48,121 shares
    Change vs previous 13F +2,740 shares

    0.12% of the 13F portfolio, value $11,665,547.

    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 45,381 shares
    Change vs previous 13F -47,375 shares

    0.11% of the 13F portfolio, value $9,927,126.

    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 92,756 shares
    Change vs previous 13F +2,352 shares

    0.23% of the 13F portfolio, value $19,913,786.

    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 90,404 shares
    Change vs previous 13F +54,926 shares

    0.22% of the 13F portfolio, value $18,917,941.

    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 35,478 shares
    Change vs previous 13F -1,616 shares

    0.08% of the 13F portfolio, value $6,692,611.

    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 37,094 shares
    Change vs previous 13F +12,721 shares

    0.07% of the 13F portfolio, value $5,679,125.

    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 24,373 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $3,542,610.

    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).