Skip to content
Disclosery

Atria Investments, Inc: KLAC position timeline

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

Atria Investments, Inc held 54,767 KLAC 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 54,767 shares
    Change vs previous 13F +47,669 shares

    0.17% of the 13F portfolio, value $16,523,742.

    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 7,098 shares
    Change vs previous 13F -198 shares

    0.12% of the 13F portfolio, value $10,451,853.

    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 7,296 shares
    Change vs previous 13F -407 shares

    0.1% of the 13F portfolio, value $8,865,707.

    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 7,703 shares
    Change vs previous 13F +345 shares

    0.09% of the 13F portfolio, value $8,308,680.

    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 7,358 shares
    Change vs previous 13F -548 shares

    0.08% of the 13F portfolio, value $6,591,148.

    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 7,906 shares
    Change vs previous 13F +456 shares

    0.07% of the 13F portfolio, value $5,374,772.

    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 7,450 shares
    Change vs previous 13F -3,197 shares

    0.06% of the 13F portfolio, value $4,694,355.

    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 10,647 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $8,245,455.

    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).