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Atria Investments, Inc: JEPQ position timeline

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

Atria Investments, Inc held 13,264 JEPQ 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 13,264 shares
    Change vs previous 13F -403 shares

    0.01% of the 13F portfolio, value $812,553.

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

  2. period ended2026-06-30
    13F 13,667 shares
    Change vs previous 13F +1,146 shares

    0.01% of the 13F portfolio, value $839,974.

    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 12,521 shares
    Change vs previous 13F -414 shares

    0.01% of the 13F portfolio, value $695,156.

    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 12,935 shares
    Change vs previous 13F +1,052 shares

    0.01% of the 13F portfolio, value $751,788.

    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 11,883 shares
    Change vs previous 13F -1,200 shares

    0.01% of the 13F portfolio, value $683,498.

    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 13,083 shares
    Change vs previous 13F +3,581 shares

    0.01% of the 13F portfolio, value $711,699.

    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 9,502 shares
    Change vs previous 13F -544 shares

    0.01% of the 13F portfolio, value $492,014.

    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 10,046 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $566,399.

    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).