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Atria Investments, Inc: LQD position timeline

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

Atria Investments, Inc held 341,443 LQD 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 341,443 shares
    Change vs previous 13F +5,689 shares

    0.34% of the 13F portfolio, value $34,888,643.

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

  2. period ended2026-06-30
    13F 335,754 shares
    Change vs previous 13F +17,976 shares

    0.37% of the 13F portfolio, value $36,620,642.

    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 317,778 shares
    Change vs previous 13F +119,795 shares

    0.39% of the 13F portfolio, value $34,634,626.

    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).

  4. period ended2025-12-31
    13F 197,983 shares
    Change vs previous 13F -15,642 shares

    0.25% of the 13F portfolio, value $21,815,740.

    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 213,625 shares
    Change vs previous 13F +5,941 shares

    0.27% of the 13F portfolio, value $23,812,828.

    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 207,684 shares
    Change vs previous 13F -229,876 shares

    0.27% of the 13F portfolio, value $22,764,280.

    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 437,560 shares
    Change vs previous 13F -727 shares

    0.61% of the 13F portfolio, value $47,558,376.

    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 438,287 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $46,826,546.

    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).