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Atria Investments, Inc: IVV position timeline

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

Atria Investments, Inc held 423,685 IVV 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 423,685 shares
    Change vs previous 13F +176,989 shares

    3.18% of the 13F portfolio, value $317,293,249.

    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 246,696 shares
    Change vs previous 13F -4,685 shares

    1.8% of the 13F portfolio, value $161,144,180.

    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 251,381 shares
    Change vs previous 13F +30,777 shares

    1.96% of the 13F portfolio, value $172,181,082.

    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 220,604 shares
    Change vs previous 13F -1,711 shares

    1.69% of the 13F portfolio, value $147,650,085.

    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 222,315 shares
    Change vs previous 13F -36,568 shares

    1.63% of the 13F portfolio, value $138,035,495.

    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 258,883 shares
    Change vs previous 13F -12,116 shares

    1.86% of the 13F portfolio, value $145,466,261.

    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 270,999 shares
    Change vs previous 13F -3,713 shares

    1.99% of the 13F portfolio, value $159,531,669.

    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 274,712 shares
    Change vs previous 13F not available

    1.97% of the 13F portfolio, value $158,459,626.

    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).