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Atria Investments, Inc: IVE position timeline

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

Atria Investments, Inc held 258,295 IVE shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 258,295 shares
    Change vs previous 13F -51,303 shares

    0.59% of the 13F portfolio, value $58,648,431.

    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).

  2. period ended2026-03-31
    13F 309,598 shares
    Change vs previous 13F -14,484 shares

    0.73% of the 13F portfolio, value $65,371,647.

    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).

  3. period ended2025-12-31
    13F 324,082 shares
    Change vs previous 13F +105,827 shares

    0.78% of the 13F portfolio, value $68,727,999.

    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).

  4. period ended2025-09-30
    13F 218,255 shares
    Change vs previous 13F +24,949 shares

    0.52% of the 13F portfolio, value $45,071,870.

    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).

  5. period ended2025-06-30
    13F 193,306 shares
    Change vs previous 13F +41,251 shares

    0.45% of the 13F portfolio, value $37,775,897.

    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).

  6. period ended2025-03-31
    13F 152,055 shares
    Change vs previous 13F +27,107 shares

    0.37% of the 13F portfolio, value $28,978,644.

    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).

  7. period ended2024-12-31
    13F 124,948 shares
    Change vs previous 13F +17,192 shares

    0.3% of the 13F portfolio, value $23,850,055.

    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).

  8. period ended2024-09-30
    13F 107,756 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $21,246,301.

    13F-HR 0001535865-24-000019 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).