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Disclosery

Atria Investments, Inc: IXJ position timeline

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

Atria Investments, Inc held 16,991 IXJ 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 16,991 shares
    Change vs previous 13F +13,076 shares

    0.02% of the 13F portfolio, value $1,671,605.

    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 3,915 shares
    Change vs previous 13F -8,870 shares

    <0.01% of the 13F portfolio, value $366,193.

    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 12,785 shares
    Change vs previous 13F +1 shares

    0.01% of the 13F portfolio, value $1,245,242.

    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 12,784 shares
    Change vs previous 13F -69 shares

    0.01% of the 13F portfolio, value $1,132,926.

    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 12,853 shares
    Change vs previous 13F +1,764 shares

    0.01% of the 13F portfolio, value $1,106,522.

    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 11,089 shares
    Change vs previous 13F -371 shares

    0.01% of the 13F portfolio, value $1,011,355.

    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 11,460 shares
    Change vs previous 13F -2,594 shares

    0.01% of the 13F portfolio, value $985,253.

    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 14,054 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,379,544.

    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).