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Disclosery

Atria Investments, Inc: IWO position timeline

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

Atria Investments, Inc held 4,060 IWO 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 4,060 shares
    Change vs previous 13F -1,438 shares

    0.01% of the 13F portfolio, value $1,449,051.

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

  2. period ended2026-06-30
    13F 5,498 shares
    Change vs previous 13F +1,675 shares

    0.02% of the 13F portfolio, value $2,165,824.

    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 3,823 shares
    Change vs previous 13F -3,468 shares

    0.01% of the 13F portfolio, value $1,199,766.

    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 7,291 shares
    Change vs previous 13F +3,136 shares

    0.03% of the 13F portfolio, value $2,355,138.

    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).

  5. period ended2025-09-30
    13F 4,155 shares
    Change vs previous 13F +2,014 shares

    0.02% of the 13F portfolio, value $1,329,701.

    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 2,141 shares
    Change vs previous 13F -1,168 shares

    0.01% of the 13F portfolio, value $612,009.

    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 3,309 shares
    Change vs previous 13F -10,423 shares

    0.01% of the 13F portfolio, value $845,495.

    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 13,732 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $3,952,269.

    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).