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Atria Investments, Inc: JAAA position timeline

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

Atria Investments, Inc held 221,484 JAAA 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 221,484 shares
    Change vs previous 13F -187,983 shares

    0.11% of the 13F portfolio, value $11,178,276.

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

  2. period ended2026-06-30
    13F 409,467 shares
    Change vs previous 13F +22,441 shares

    0.21% of the 13F portfolio, value $20,673,982.

    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 387,026 shares
    Change vs previous 13F -15,852 shares

    0.22% of the 13F portfolio, value $19,494,512.

    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 402,878 shares
    Change vs previous 13F +20,417 shares

    0.23% of the 13F portfolio, value $20,377,577.

    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 382,461 shares
    Change vs previous 13F +6,337 shares

    0.22% of the 13F portfolio, value $19,421,367.

    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 376,124 shares
    Change vs previous 13F +79,607 shares

    0.23% of the 13F portfolio, value $19,088,311.

    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 296,517 shares
    Change vs previous 13F +10,779 shares

    0.19% of the 13F portfolio, value $15,036,392.

    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 285,738 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $14,489,758.

    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).