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Disclosery

Atria Investments, Inc: KGC position timeline

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

Atria Investments, Inc held 86,577 KGC 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 86,577 shares
    Change vs previous 13F +45,374 shares

    0.02% of the 13F portfolio, value $2,084,767.

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

  2. period ended2026-06-30
    13F 41,203 shares
    Change vs previous 13F -12,435 shares

    0.01% of the 13F portfolio, value $973,205.

    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 53,638 shares
    Change vs previous 13F +33,053 shares

    0.02% of the 13F portfolio, value $1,637,019.

    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 20,585 shares
    Change vs previous 13F +733 shares

    0.01% of the 13F portfolio, value $579,685.

    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 19,852 shares
    Change vs previous 13F +3,192 shares

    0.01% of the 13F portfolio, value $493,310.

    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 16,660 shares
    Change vs previous 13F +2,076 shares

    <0.01% of the 13F portfolio, value $260,392.

    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 14,584 shares
    Change vs previous 13F -371 shares

    <0.01% of the 13F portfolio, value $183,904.

    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 14,955 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $138,632.

    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).