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Disclosery

Atria Investments, Inc: ITRI position timeline

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

Atria Investments, Inc held 3,660 ITRI 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 3,660 shares
    Change vs previous 13F +1,084 shares

    <0.01% of the 13F portfolio, value $316,004.

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

  2. period ended2026-06-30
    13F 2,576 shares
    Change vs previous 13F -584 shares

    <0.01% of the 13F portfolio, value $222,901.

    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 3,160 shares
    Change vs previous 13F -135 shares

    <0.01% of the 13F portfolio, value $283,231.

    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 3,295 shares
    Change vs previous 13F +399 shares

    <0.01% of the 13F portfolio, value $305,974.

    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 2,896 shares
    Change vs previous 13F +57 shares

    <0.01% of the 13F portfolio, value $360,726.

    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 2,839 shares
    Change vs previous 13F +240 shares

    <0.01% of the 13F portfolio, value $373,698.

    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 2,599 shares
    Change vs previous 13F -6,712 shares

    <0.01% of the 13F portfolio, value $272,271.

    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 9,311 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,010,961.

    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).