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Atria Investments, Inc: IUSG position timeline

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

Atria Investments, Inc held 136,066 IUSG 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 136,066 shares
    Change vs previous 13F +8,465 shares

    0.26% of the 13F portfolio, value $26,362,870.

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

  2. period ended2026-06-30
    13F 127,601 shares
    Change vs previous 13F +5,028 shares

    0.24% of the 13F portfolio, value $24,000,555.

    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 122,573 shares
    Change vs previous 13F +3,919 shares

    0.21% of the 13F portfolio, value $19,012,345.

    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 118,654 shares
    Change vs previous 13F -27,998 shares

    0.23% of the 13F portfolio, value $19,926,761.

    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 146,652 shares
    Change vs previous 13F +1,243 shares

    0.28% of the 13F portfolio, value $24,130,129.

    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 145,409 shares
    Change vs previous 13F -442 shares

    0.26% of the 13F portfolio, value $21,869,449.

    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 145,851 shares
    Change vs previous 13F +1,334 shares

    0.24% of the 13F portfolio, value $18,534,710.

    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 144,517 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $20,138,501.

    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).