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Atria Investments, Inc: ITOT position timeline

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

Atria Investments, Inc held 33,312 ITOT 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 33,312 shares
    Change vs previous 13F +4,834 shares

    0.05% of the 13F portfolio, value $5,539,088.

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

  2. period ended2026-06-30
    13F 28,478 shares
    Change vs previous 13F +25,281 shares

    0.05% of the 13F portfolio, value $4,678,148.

    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 3,197 shares
    Change vs previous 13F +306 shares

    0.01% of the 13F portfolio, value $455,349.

    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 2,891 shares
    Change vs previous 13F -182 shares

    <0.01% of the 13F portfolio, value $429,863.

    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 3,073 shares
    Change vs previous 13F -157 shares

    0.01% of the 13F portfolio, value $447,582.

    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 3,230 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $436,179.

    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).