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Atria Investments, Inc: JVAL position timeline

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

Atria Investments, Inc held 151,936 JVAL 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 151,936 shares
    Change vs previous 13F -7,491 shares

    0.09% of the 13F portfolio, value $8,800,133.

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

  2. period ended2026-06-30
    13F 159,427 shares
    Change vs previous 13F -54,214 shares

    0.09% of the 13F portfolio, value $9,348,799.

    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 213,641 shares
    Change vs previous 13F +87,319 shares

    0.12% of the 13F portfolio, value $10,438,499.

    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 126,322 shares
    Change vs previous 13F -23,086 shares

    0.07% of the 13F portfolio, value $6,199,884.

    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 149,408 shares
    Change vs previous 13F -10,151 shares

    0.08% of the 13F portfolio, value $7,096,880.

    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 159,559 shares
    Change vs previous 13F +21,229 shares

    0.08% of the 13F portfolio, value $7,057,295.

    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 138,330 shares
    Change vs previous 13F +92,890 shares

    0.07% of the 13F portfolio, value $5,729,629.

    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 45,440 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,963,008.

    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).