Skip to content
Disclosery

Atria Investments, Inc: IUSV position timeline

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

Atria Investments, Inc held 149,705 IUSV 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 149,705 shares
    Change vs previous 13F +15,116 shares

    0.16% of the 13F portfolio, value $16,509,421.

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

  2. period ended2026-06-30
    13F 134,589 shares
    Change vs previous 13F +16,038 shares

    0.15% of the 13F portfolio, value $14,824,935.

    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 118,551 shares
    Change vs previous 13F -50,759 shares

    0.14% of the 13F portfolio, value $12,121,820.

    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 169,310 shares
    Change vs previous 13F -10,633 shares

    0.2% of the 13F portfolio, value $17,360,996.

    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 179,943 shares
    Change vs previous 13F +2,000 shares

    0.21% of the 13F portfolio, value $17,985,309.

    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 177,943 shares
    Change vs previous 13F -6,242 shares

    0.2% of the 13F portfolio, value $16,838,750.

    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 184,185 shares
    Change vs previous 13F +6,262 shares

    0.22% of the 13F portfolio, value $16,998,477.

    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 177,923 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $16,473,889.

    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).