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Disclosery

Atria Investments, Inc: JCI position timeline

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

Atria Investments, Inc held 17,731 JCI 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 17,731 shares
    Change vs previous 13F -9,790 shares

    0.03% of the 13F portfolio, value $2,590,604.

    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 27,521 shares
    Change vs previous 13F +147 shares

    0.04% of the 13F portfolio, value $3,603,841.

    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 27,374 shares
    Change vs previous 13F -1,072 shares

    0.04% of the 13F portfolio, value $3,278,076.

    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 28,446 shares
    Change vs previous 13F -10,953 shares

    0.04% of the 13F portfolio, value $3,127,657.

    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 39,399 shares
    Change vs previous 13F -4,709 shares

    0.05% of the 13F portfolio, value $4,161,332.

    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 44,108 shares
    Change vs previous 13F -15,597 shares

    0.05% of the 13F portfolio, value $3,533,515.

    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 59,705 shares
    Change vs previous 13F -3,118 shares

    0.06% of the 13F portfolio, value $4,712,521.

    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 62,823 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $4,875,719.

    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).