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Disclosery

Atria Investments, Inc: IWB position timeline

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

Atria Investments, Inc held 2,994 IWB 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 2,994 shares
    Change vs previous 13F -3,918 shares

    0.01% of the 13F portfolio, value $1,245,685.

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

  2. period ended2026-06-30
    13F 6,912 shares
    Change vs previous 13F +2,959 shares

    0.03% of the 13F portfolio, value $2,830,259.

    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 3,953 shares
    Change vs previous 13F -4,050 shares

    0.02% of the 13F portfolio, value $1,409,303.

    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 8,003 shares
    Change vs previous 13F +2,528 shares

    0.03% of the 13F portfolio, value $2,988,570.

    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 5,475 shares
    Change vs previous 13F +1,402 shares

    0.02% of the 13F portfolio, value $2,000,869.

    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 4,073 shares
    Change vs previous 13F +36 shares

    0.02% of the 13F portfolio, value $1,382,899.

    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 4,037 shares
    Change vs previous 13F -3,030 shares

    0.02% of the 13F portfolio, value $1,238,164.

    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 7,067 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,276,705.

    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).