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Atria Investments, Inc: IYF position timeline

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

Atria Investments, Inc held 22,691 IYF 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 22,691 shares
    Change vs previous 13F +1,976 shares

    0.03% of the 13F portfolio, value $2,851,372.

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

  2. period ended2026-06-30
    13F 20,715 shares
    Change vs previous 13F -897 shares

    0.03% of the 13F portfolio, value $2,641,405.

    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 21,612 shares
    Change vs previous 13F +5,113 shares

    0.03% of the 13F portfolio, value $2,542,823.

    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 16,499 shares
    Change vs previous 13F +986 shares

    0.02% of the 13F portfolio, value $2,127,236.

    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 15,513 shares
    Change vs previous 13F -5,189 shares

    0.02% of the 13F portfolio, value $1,964,598.

    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 20,702 shares
    Change vs previous 13F +5,325 shares

    0.03% of the 13F portfolio, value $2,504,676.

    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 15,377 shares
    Change vs previous 13F +5,567 shares

    0.02% of the 13F portfolio, value $1,735,276.

    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 9,810 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,084,805.

    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).