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Atria Investments, Inc: LLY position timeline

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

Atria Investments, Inc held 34,121 LLY 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 34,121 shares
    Change vs previous 13F -3,268 shares

    0.41% of the 13F portfolio, value $40,925,401.

    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 37,389 shares
    Change vs previous 13F -3,431 shares

    0.38% of the 13F portfolio, value $34,389,053.

    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 40,820 shares
    Change vs previous 13F +465 shares

    0.5% of the 13F portfolio, value $43,868,046.

    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 40,355 shares
    Change vs previous 13F -6,162 shares

    0.35% of the 13F portfolio, value $30,790,556.

    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 46,517 shares
    Change vs previous 13F -1,302 shares

    0.43% of the 13F portfolio, value $36,261,501.

    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 47,819 shares
    Change vs previous 13F -792 shares

    0.51% of the 13F portfolio, value $39,493,943.

    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 48,611 shares
    Change vs previous 13F +2,618 shares

    0.47% of the 13F portfolio, value $37,527,367.

    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 45,993 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $40,746,665.

    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).