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Disclosery

Atria Investments, Inc: IWM position timeline

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

Atria Investments, Inc held 52,620 IWM 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 52,620 shares
    Change vs previous 13F +49,070 shares

    0.16% of the 13F portfolio, value $15,809,645.

    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 3,550 shares
    Change vs previous 13F -22,633 shares

    0.01% of the 13F portfolio, value $880,485.

    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 26,183 shares
    Change vs previous 13F -10,966 shares

    0.07% of the 13F portfolio, value $6,445,138.

    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 37,149 shares
    Change vs previous 13F +28,295 shares

    0.1% of the 13F portfolio, value $8,988,462.

    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 8,854 shares
    Change vs previous 13F -3,963 shares

    0.02% of the 13F portfolio, value $1,910,587.

    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 12,817 shares
    Change vs previous 13F -38,785 shares

    0.03% of the 13F portfolio, value $2,556,827.

    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 51,602 shares
    Change vs previous 13F +33,099 shares

    0.14% of the 13F portfolio, value $11,402,022.

    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 18,503 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $4,087,123.

    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).