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Atria Investments, Inc: KEX position timeline

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

Atria Investments, Inc held 43,398 KEX 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 43,398 shares
    Change vs previous 13F -1,272 shares

    0.06% of the 13F portfolio, value $5,900,826.

    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 44,670 shares
    Change vs previous 13F +523 shares

    0.07% of the 13F portfolio, value $5,935,750.

    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 44,147 shares
    Change vs previous 13F -12,944 shares

    0.06% of the 13F portfolio, value $4,864,116.

    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 57,091 shares
    Change vs previous 13F +2,776 shares

    0.05% of the 13F portfolio, value $4,764,244.

    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 54,315 shares
    Change vs previous 13F +7,548 shares

    0.07% of the 13F portfolio, value $6,159,864.

    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 46,767 shares
    Change vs previous 13F +11,437 shares

    0.06% of the 13F portfolio, value $4,723,935.

    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 35,330 shares
    Change vs previous 13F -23 shares

    0.05% of the 13F portfolio, value $3,737,914.

    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 35,353 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $4,328,268.

    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).