Skip to content
Disclosery

Atria Investments, Inc: JMBS position timeline

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

Atria Investments, Inc held 34,213 JMBS 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 34,213 shares
    Change vs previous 13F -752 shares

    0.02% of the 13F portfolio, value $1,539,221.

    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 34,965 shares
    Change vs previous 13F -39,028 shares

    0.02% of the 13F portfolio, value $1,579,709.

    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 73,993 shares
    Change vs previous 13F -3,901 shares

    0.04% of the 13F portfolio, value $3,380,754.

    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 77,894 shares
    Change vs previous 13F -9,470 shares

    0.04% of the 13F portfolio, value $3,557,429.

    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 87,364 shares
    Change vs previous 13F +11,392 shares

    0.05% of the 13F portfolio, value $3,935,755.

    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 75,972 shares
    Change vs previous 13F +2,135 shares

    0.04% of the 13F portfolio, value $3,433,918.

    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 73,837 shares
    Change vs previous 13F -6,497 shares

    0.04% of the 13F portfolio, value $3,262,107.

    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 80,334 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $3,747,578.

    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).