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Disclosery

Atria Investments, Inc: ITUB position timeline

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

Atria Investments, Inc held 142,322 ITUB 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 142,322 shares
    Change vs previous 13F +33,904 shares

    0.01% of the 13F portfolio, value $1,214,003.

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

  2. period ended2026-06-30
    13F 108,418 shares
    Change vs previous 13F -6,200 shares

    0.01% of the 13F portfolio, value $885,777.

    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 114,618 shares
    Change vs previous 13F -2,408 shares

    0.01% of the 13F portfolio, value $960,497.

    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 117,026 shares
    Change vs previous 13F +16,503 shares

    0.01% of the 13F portfolio, value $837,910.

    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 100,523 shares
    Change vs previous 13F +4,818 shares

    0.01% of the 13F portfolio, value $737,839.

    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 95,705 shares
    Change vs previous 13F -7 shares

    0.01% of the 13F portfolio, value $649,838.

    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 95,712 shares
    Change vs previous 13F +4,697 shares

    0.01% of the 13F portfolio, value $526,415.

    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 91,015 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $451,436.

    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).