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Disclosery

Atria Investments, Inc: KBE position timeline

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

Atria Investments, Inc held 16,682 KBE 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 16,682 shares
    Change vs previous 13F +2,892 shares

    0.01% of the 13F portfolio, value $1,054,653.

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

  2. period ended2026-06-30
    13F 13,790 shares
    Change vs previous 13F +2,779 shares

    0.01% of the 13F portfolio, value $940,740.

    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 11,011 shares
    Change vs previous 13F +2,925 shares

    0.01% of the 13F portfolio, value $655,714.

    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 8,086 shares
    Change vs previous 13F +1,049 shares

    0.01% of the 13F portfolio, value $490,764.

    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 7,037 shares
    Change vs previous 13F +1,049 shares

    <0.01% of the 13F portfolio, value $418,140.

    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 5,988 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $333,877.

    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).