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Disclosery

Atria Investments, Inc: IYZ position timeline

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

Atria Investments, Inc held 43,648 IYZ 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 43,648 shares
    Change vs previous 13F +23,366 shares

    0.02% of the 13F portfolio, value $1,797,425.

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

  2. period ended2026-06-30
    13F 20,282 shares
    Change vs previous 13F +6,145 shares

    0.01% of the 13F portfolio, value $858,131.

    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 14,137 shares
    Change vs previous 13F -240 shares

    0.01% of the 13F portfolio, value $555,867.

    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 14,377 shares
    Change vs previous 13F -1,525 shares

    0.01% of the 13F portfolio, value $487,380.

    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 15,902 shares
    Change vs previous 13F -770 shares

    0.01% of the 13F portfolio, value $512,999.

    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 16,672 shares
    Change vs previous 13F -5,269 shares

    0.01% of the 13F portfolio, value $496,499.

    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 21,941 shares
    Change vs previous 13F +6,474 shares

    0.01% of the 13F portfolio, value $600,970.

    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 15,467 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $414,969.

    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).