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Disclosery

Atria Investments, Inc: IWD position timeline

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

Atria Investments, Inc held 18,023 IWD 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 18,023 shares
    Change vs previous 13F -23,005 shares

    0.04% of the 13F portfolio, value $4,468,412.

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

  2. period ended2026-06-30
    13F 41,028 shares
    Change vs previous 13F +10,831 shares

    0.1% of the 13F portfolio, value $9,946,390.

    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 30,197 shares
    Change vs previous 13F -15,759 shares

    0.07% of the 13F portfolio, value $6,452,202.

    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 45,956 shares
    Change vs previous 13F +8,295 shares

    0.11% of the 13F portfolio, value $9,666,465.

    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 37,661 shares
    Change vs previous 13F +23,242 shares

    0.09% of the 13F portfolio, value $7,667,346.

    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 14,419 shares
    Change vs previous 13F -5,957 shares

    0.03% of the 13F portfolio, value $2,800,517.

    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 20,376 shares
    Change vs previous 13F -58,386 shares

    0.05% of the 13F portfolio, value $3,833,885.

    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 78,762 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $14,581,209.

    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).