Skip to content
Disclosery

Atria Investments, Inc: IYJ position timeline

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

Atria Investments, Inc held 26,166 IYJ 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 26,166 shares
    Change vs previous 13F -308 shares

    0.04% of the 13F portfolio, value $4,013,104.

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

  2. period ended2026-06-30
    13F 26,474 shares
    Change vs previous 13F +2,454 shares

    0.04% of the 13F portfolio, value $4,411,909.

    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 24,020 shares
    Change vs previous 13F +4,186 shares

    0.04% of the 13F portfolio, value $3,543,973.

    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 19,834 shares
    Change vs previous 13F -2,412 shares

    0.03% of the 13F portfolio, value $2,938,873.

    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 22,246 shares
    Change vs previous 13F +1,767 shares

    0.04% of the 13F portfolio, value $3,245,141.

    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 20,479 shares
    Change vs previous 13F +2,529 shares

    0.03% of the 13F portfolio, value $2,914,329.

    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 17,950 shares
    Change vs previous 13F +4,528 shares

    0.03% of the 13F portfolio, value $2,336,781.

    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 13,422 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,792,105.

    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).