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Atria Investments, Inc: KMLM position timeline

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

Atria Investments, Inc held 21,901 KMLM 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 21,901 shares
    Change vs previous 13F +3,694 shares

    0.01% of the 13F portfolio, value $602,716.

    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 18,207 shares
    Change vs previous 13F -4,016 shares

    0.01% of the 13F portfolio, value $513,437.

    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 22,223 shares
    Change vs previous 13F +8 shares

    0.01% of the 13F portfolio, value $576,687.

    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 22,215 shares
    Change vs previous 13F +3,690 shares

    0.01% of the 13F portfolio, value $598,250.

    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 18,525 shares
    Change vs previous 13F +149 shares

    0.01% of the 13F portfolio, value $488,578.

    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 18,376 shares
    Change vs previous 13F +4,266 shares

    0.01% of the 13F portfolio, value $501,297.

    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 14,110 shares
    Change vs previous 13F -252 shares

    <0.01% of the 13F portfolio, value $396,491.

    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 14,362 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $419,801.

    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).