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Disclosery

Atria Investments, Inc: LONZ position timeline

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

Atria Investments, Inc held 81,915 LONZ shares at 2026-09-30 per its 13F-HR filed 2026-10-15.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 81,915 shares
    Change vs previous 13F -735 shares

    0.04% of the 13F portfolio, value $4,026,121.

    13F-HR 0001535865-26-000012 filed by Atria Investments, Inc
    Accepted , ingested

  2. period ended2026-06-30
    13F 82,650 shares
    Change vs previous 13F +82,650 shares

    0.04% of the 13F portfolio, value $4,075,469.

    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).

  3. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -164,683 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  4. period ended2025-12-31
    13F 164,683 shares
    Change vs previous 13F -1,860 shares

    0.09% of the 13F portfolio, value $8,280,259.

    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).

  5. period ended2025-09-30
    13F 166,543 shares
    Change vs previous 13F +7,578 shares

    0.1% of the 13F portfolio, value $8,505,330.

    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).

  6. period ended2025-06-30
    13F 158,965 shares
    Change vs previous 13F -116,803 shares

    0.1% of the 13F portfolio, value $8,106,125.

    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).

  7. period ended2025-03-31
    13F 275,768 shares
    Change vs previous 13F -24,118 shares

    0.18% of the 13F portfolio, value $13,894,568.

    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).

  8. period ended2024-12-31
    13F 299,886 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $15,324,189.

    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).