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Disclosery

Atria Investments, Inc: IWF position timeline

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

Atria Investments, Inc held 133,097 IWF 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 133,097 shares
    Change vs previous 13F -81,487 shares

    0.16% of the 13F portfolio, value $16,671,695.

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

  2. period ended2026-06-30
    13F 214,584 shares
    Change vs previous 13F +172,403 shares

    0.27% of the 13F portfolio, value $26,644,848.

    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 42,181 shares
    Change vs previous 13F -14,844 shares

    0.2% of the 13F portfolio, value $17,986,083.

    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 57,025 shares
    Change vs previous 13F +16,357 shares

    0.31% of the 13F portfolio, value $26,989,808.

    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 40,668 shares
    Change vs previous 13F +11,930 shares

    0.22% of the 13F portfolio, value $19,049,200.

    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 28,738 shares
    Change vs previous 13F -13,212 shares

    0.14% of the 13F portfolio, value $12,201,791.

    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 41,950 shares
    Change vs previous 13F -16,626 shares

    0.19% of the 13F portfolio, value $15,147,766.

    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 58,576 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $23,523,012.

    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).