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Disclosery

Atria Investments, Inc: JBL position timeline

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

Atria Investments, Inc held 8,708 JBL 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 8,708 shares
    Change vs previous 13F +798 shares

    0.02% of the 13F portfolio, value $2,497,856.

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

  2. period ended2026-06-30
    13F 7,910 shares
    Change vs previous 13F +1,254 shares

    0.03% of the 13F portfolio, value $3,049,211.

    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 6,656 shares
    Change vs previous 13F -1,449 shares

    0.02% of the 13F portfolio, value $1,768,108.

    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 8,105 shares
    Change vs previous 13F -631 shares

    0.02% of the 13F portfolio, value $1,848,145.

    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 8,736 shares
    Change vs previous 13F +1,483 shares

    0.02% of the 13F portfolio, value $1,897,147.

    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 7,253 shares
    Change vs previous 13F -389 shares

    0.02% of the 13F portfolio, value $1,581,774.

    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 7,642 shares
    Change vs previous 13F +4,533 shares

    0.01% of the 13F portfolio, value $1,039,871.

    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 3,109 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $447,404.

    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).