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Atria Investments, Inc: IXUS position timeline

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

Atria Investments, Inc held 99,345 IXUS 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 99,345 shares
    Change vs previous 13F -1,935 shares

    0.09% of the 13F portfolio, value $9,481,505.

    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 101,280 shares
    Change vs previous 13F -4,200 shares

    0.1% of the 13F portfolio, value $8,774,916.

    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 105,480 shares
    Change vs previous 13F -17,136 shares

    0.1% of the 13F portfolio, value $8,927,844.

    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 122,616 shares
    Change vs previous 13F -10,988 shares

    0.12% of the 13F portfolio, value $10,125,659.

    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 133,604 shares
    Change vs previous 13F -2,724 shares

    0.12% of the 13F portfolio, value $10,328,953.

    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 136,328 shares
    Change vs previous 13F +1,983 shares

    0.12% of the 13F portfolio, value $9,517,080.

    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 134,345 shares
    Change vs previous 13F -13,588 shares

    0.11% of the 13F portfolio, value $8,885,599.

    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 147,933 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $10,744,349.

    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).