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Disclosery

Atria Investments, Inc: IVW position timeline

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

Atria Investments, Inc held 603,475 IVW 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 603,475 shares
    Change vs previous 13F +19,239 shares

    0.83% of the 13F portfolio, value $82,995,962.

    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 584,236 shares
    Change vs previous 13F +69,792 shares

    0.74% of the 13F portfolio, value $66,082,976.

    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 514,444 shares
    Change vs previous 13F +57,025 shares

    0.72% of the 13F portfolio, value $63,410,423.

    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 457,419 shares
    Change vs previous 13F +19,917 shares

    0.63% of the 13F portfolio, value $55,219,610.

    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 437,502 shares
    Change vs previous 13F -26,063 shares

    0.57% of the 13F portfolio, value $48,168,934.

    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 463,565 shares
    Change vs previous 13F +18,564 shares

    0.55% of the 13F portfolio, value $43,032,704.

    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 445,001 shares
    Change vs previous 13F -36,587 shares

    0.56% of the 13F portfolio, value $45,180,954.

    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 481,588 shares
    Change vs previous 13F not available

    0.57% of the 13F portfolio, value $46,112,098.

    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).