Skip to content
Disclosery

Atria Investments, Inc: JBTM position timeline

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

Atria Investments, Inc held 10,212 JBTM shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,212 shares
    Change vs previous 13F +1,733 shares

    0.01% of the 13F portfolio, value $1,480,672.

    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).

  2. period ended2026-03-31
    13F 8,479 shares
    Change vs previous 13F +485 shares

    0.01% of the 13F portfolio, value $1,084,192.

    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).

  3. period ended2025-12-31
    13F 7,994 shares
    Change vs previous 13F +1,061 shares

    0.01% of the 13F portfolio, value $1,204,529.

    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).

  4. period ended2025-09-30
    13F 6,933 shares
    Change vs previous 13F -329 shares

    0.01% of the 13F portfolio, value $973,764.

    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).

  5. period ended2025-06-30
    13F 7,262 shares
    Change vs previous 13F +2,274 shares

    0.01% of the 13F portfolio, value $873,308.

    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).

  6. period ended2025-03-31
    13F 4,988 shares
    Change vs previous 13F +4 shares

    0.01% of the 13F portfolio, value $609,586.

    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).

  7. period ended2024-12-31
    13F 4,984 shares
    Change vs previous 13F +167 shares

    0.01% of the 13F portfolio, value $633,510.

    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).

  8. period ended2024-09-30
    13F 4,817 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $474,548.

    13F-HR 0001535865-24-000019 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).