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Disclosery

Atria Investments, Inc: IVZ position timeline

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

Atria Investments, Inc held 28,069 IVZ 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 28,069 shares
    Change vs previous 13F +5,190 shares

    0.01% of the 13F portfolio, value $846,573.

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

  2. period ended2026-06-30
    13F 22,879 shares
    Change vs previous 13F +8,094 shares

    0.01% of the 13F portfolio, value $603,789.

    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 14,785 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $359,131.

    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).