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Disclosery

Atria Investments, Inc: LII position timeline

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

Atria Investments, Inc held 3,576 LII 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 3,576 shares
    Change vs previous 13F -1,697 shares

    0.02% of the 13F portfolio, value $2,048,785.

    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 5,273 shares
    Change vs previous 13F +460 shares

    0.03% of the 13F portfolio, value $2,447,406.

    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 4,813 shares
    Change vs previous 13F -735 shares

    0.03% of the 13F portfolio, value $2,337,086.

    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 5,548 shares
    Change vs previous 13F -845 shares

    0.03% of the 13F portfolio, value $2,936,794.

    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 6,393 shares
    Change vs previous 13F -2,573 shares

    0.04% of the 13F portfolio, value $3,664,669.

    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 8,966 shares
    Change vs previous 13F +353 shares

    0.06% of the 13F portfolio, value $5,028,277.

    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 8,613 shares
    Change vs previous 13F -550 shares

    0.07% of the 13F portfolio, value $5,247,996.

    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 9,163 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $5,537,064.

    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).