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Disclosery

Atria Investments, Inc: IYW position timeline

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

Atria Investments, Inc held 99,486 IYW 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 99,486 shares
    Change vs previous 13F +9,440 shares

    0.26% of the 13F portfolio, value $26,353,841.

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

  2. period ended2026-06-30
    13F 90,046 shares
    Change vs previous 13F +13,758 shares

    0.23% of the 13F portfolio, value $22,712,235.

    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 76,288 shares
    Change vs previous 13F +17,047 shares

    0.15% of the 13F portfolio, value $13,840,117.

    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 59,241 shares
    Change vs previous 13F +14,595 shares

    0.13% of the 13F portfolio, value $11,829,301.

    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 44,646 shares
    Change vs previous 13F -79,822 shares

    0.1% of the 13F portfolio, value $8,744,316.

    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 124,468 shares
    Change vs previous 13F -1,162 shares

    0.25% of the 13F portfolio, value $21,566,497.

    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 125,630 shares
    Change vs previous 13F +13,817 shares

    0.23% of the 13F portfolio, value $17,643,421.

    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 111,813 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $17,836,424.

    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).