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Disclosery

Atria Investments, Inc: IWP position timeline

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

Atria Investments, Inc held 17,590 IWP 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 17,590 shares
    Change vs previous 13F -8,622 shares

    0.02% of the 13F portfolio, value $2,421,826.

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

  2. period ended2026-06-30
    13F 26,212 shares
    Change vs previous 13F +11,422 shares

    0.04% of the 13F portfolio, value $3,837,736.

    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 14,790 shares
    Change vs previous 13F -10,297 shares

    0.02% of the 13F portfolio, value $1,894,895.

    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 25,087 shares
    Change vs previous 13F +11,944 shares

    0.04% of the 13F portfolio, value $3,435,466.

    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 13,143 shares
    Change vs previous 13F +6,780 shares

    0.02% of the 13F portfolio, value $1,871,713.

    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 6,363 shares
    Change vs previous 13F +656 shares

    0.01% of the 13F portfolio, value $882,421.

    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 5,707 shares
    Change vs previous 13F -7,103 shares

    0.01% of the 13F portfolio, value $670,485.

    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 12,810 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,623,668.

    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).