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Disclosery

Atria Investments, Inc: JLL position timeline

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

Atria Investments, Inc held 3,391 JLL 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 3,391 shares
    Change vs previous 13F +179 shares

    0.01% of the 13F portfolio, value $1,050,889.

    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 3,212 shares
    Change vs previous 13F +21 shares

    0.01% of the 13F portfolio, value $977,327.

    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 3,191 shares
    Change vs previous 13F -27 shares

    0.01% of the 13F portfolio, value $1,073,511.

    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 3,218 shares
    Change vs previous 13F -1,675 shares

    0.01% of the 13F portfolio, value $959,719.

    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 4,893 shares
    Change vs previous 13F -4,252 shares

    0.01% of the 13F portfolio, value $1,251,406.

    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 9,145 shares
    Change vs previous 13F +2,462 shares

    0.03% of the 13F portfolio, value $2,267,015.

    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 6,683 shares
    Change vs previous 13F +1,260 shares

    0.02% of the 13F portfolio, value $1,691,611.

    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 5,423 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,463,047.

    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).