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Disclosery

Atria Investments, Inc: IUSB position timeline

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

Atria Investments, Inc held 1,690,471 IUSB 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 1,690,471 shares
    Change vs previous 13F +309,387 shares

    0.73% of the 13F portfolio, value $74,532,881.

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

  2. period ended2026-06-30
    13F 1,381,084 shares
    Change vs previous 13F +308,465 shares

    0.64% of the 13F portfolio, value $63,737,005.

    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 1,072,619 shares
    Change vs previous 13F +30,827 shares

    0.55% of the 13F portfolio, value $49,544,285.

    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 1,041,792 shares
    Change vs previous 13F +6,181 shares

    0.55% of the 13F portfolio, value $48,484,990.

    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 1,035,611 shares
    Change vs previous 13F -150,883 shares

    0.55% of the 13F portfolio, value $48,373,402.

    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 1,186,494 shares
    Change vs previous 13F -182,163 shares

    0.65% of the 13F portfolio, value $54,851,628.

    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 1,368,657 shares
    Change vs previous 13F +166,202 shares

    0.81% of the 13F portfolio, value $63,067,732.

    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 1,202,455 shares
    Change vs previous 13F not available

    0.68% of the 13F portfolio, value $54,350,980.

    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).