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Atria Investments, Inc: JBND position timeline

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

Atria Investments, Inc held 38,882 JBND 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 38,882 shares
    Change vs previous 13F +258 shares

    0.02% of the 13F portfolio, value $1,987,648.

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

  2. period ended2026-06-30
    13F 38,624 shares
    Change vs previous 13F -27,398 shares

    0.02% of the 13F portfolio, value $2,066,384.

    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 66,022 shares
    Change vs previous 13F -950 shares

    0.04% of the 13F portfolio, value $3,550,003.

    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 66,972 shares
    Change vs previous 13F -7,521 shares

    0.04% of the 13F portfolio, value $3,621,176.

    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 74,493 shares
    Change vs previous 13F +11,024 shares

    0.05% of the 13F portfolio, value $4,034,541.

    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 63,469 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $3,401,304.

    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).