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Disclosery

Atria Investments, Inc: J position timeline

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

Atria Investments, Inc held 22,915 J 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 22,915 shares
    Change vs previous 13F +4,831 shares

    0.03% of the 13F portfolio, value $3,099,713.

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

  2. period ended2026-06-30
    13F 18,084 shares
    Change vs previous 13F +3,938 shares

    0.02% of the 13F portfolio, value $2,278,561.

    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 14,146 shares
    Change vs previous 13F -3,727 shares

    0.02% of the 13F portfolio, value $1,800,530.

    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 17,873 shares
    Change vs previous 13F -34 shares

    0.03% of the 13F portfolio, value $2,367,518.

    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 17,907 shares
    Change vs previous 13F -2,544 shares

    0.03% of the 13F portfolio, value $2,683,536.

    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 20,451 shares
    Change vs previous 13F +3,938 shares

    0.03% of the 13F portfolio, value $2,688,328.

    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 16,513 shares
    Change vs previous 13F +277 shares

    0.03% of the 13F portfolio, value $1,996,241.

    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 16,236 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,169,406.

    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).