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Disclosery

Atria Investments, Inc: IWR position timeline

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

Atria Investments, Inc held 10,443 IWR 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 10,443 shares
    Change vs previous 13F -1,593 shares

    0.01% of the 13F portfolio, value $1,114,358.

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

  2. period ended2026-06-30
    13F 12,036 shares
    Change vs previous 13F +5,145 shares

    0.01% of the 13F portfolio, value $1,327,807.

    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 6,891 shares
    Change vs previous 13F -27,624 shares

    0.01% of the 13F portfolio, value $670,060.

    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 34,515 shares
    Change vs previous 13F +1,988 shares

    0.04% of the 13F portfolio, value $3,322,797.

    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 32,527 shares
    Change vs previous 13F +6,128 shares

    0.04% of the 13F portfolio, value $3,140,448.

    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 26,399 shares
    Change vs previous 13F +2,856 shares

    0.03% of the 13F portfolio, value $2,427,947.

    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 23,543 shares
    Change vs previous 13F -1,891 shares

    0.03% of the 13F portfolio, value $2,002,823.

    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 25,434 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,248,393.

    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).