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Atria Investments, Inc: LMBS position timeline

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

Atria Investments, Inc held 80,488 LMBS 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 80,488 shares
    Change vs previous 13F +27,452 shares

    0.04% of the 13F portfolio, value $4,006,695.

    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 53,036 shares
    Change vs previous 13F -223,847 shares

    0.03% of the 13F portfolio, value $2,641,715.

    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 276,883 shares
    Change vs previous 13F -2,507 shares

    0.16% of the 13F portfolio, value $13,841,366.

    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 279,390 shares
    Change vs previous 13F +13,536 shares

    0.16% of the 13F portfolio, value $13,910,848.

    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 265,854 shares
    Change vs previous 13F -1,290 shares

    0.15% of the 13F portfolio, value $13,095,949.

    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 267,144 shares
    Change vs previous 13F -2,915 shares

    0.17% of the 13F portfolio, value $13,132,807.

    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 270,059 shares
    Change vs previous 13F +240,106 shares

    0.16% of the 13F portfolio, value $13,143,772.

    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 29,953 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,479,978.

    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).