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Atria Investments, Inc: KB position timeline

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

Atria Investments, Inc held 15,377 KB 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 15,377 shares
    Change vs previous 13F +1,480 shares

    0.02% of the 13F portfolio, value $1,613,921.

    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 13,897 shares
    Change vs previous 13F +1,984 shares

    0.02% of the 13F portfolio, value $1,385,948.

    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 11,913 shares
    Change vs previous 13F +455 shares

    0.01% of the 13F portfolio, value $1,024,972.

    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 11,458 shares
    Change vs previous 13F +1,877 shares

    0.01% of the 13F portfolio, value $950,011.

    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 9,581 shares
    Change vs previous 13F +3,319 shares

    0.01% of the 13F portfolio, value $791,329.

    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 6,262 shares
    Change vs previous 13F +906 shares

    <0.01% of the 13F portfolio, value $338,831.

    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 5,356 shares
    Change vs previous 13F -173 shares

    <0.01% of the 13F portfolio, value $304,772.

    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 5,529 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $341,421.

    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).