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Atria Investments, Inc: LVHI position timeline

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

Atria Investments, Inc held 195,672 LVHI 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 195,672 shares
    Change vs previous 13F -7,732 shares

    0.08% of the 13F portfolio, value $8,161,472.

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

  2. period ended2026-06-30
    13F 203,404 shares
    Change vs previous 13F +7,343 shares

    0.08% of the 13F portfolio, value $8,255,141.

    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 196,061 shares
    Change vs previous 13F +6,318 shares

    0.09% of the 13F portfolio, value $7,948,327.

    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 189,743 shares
    Change vs previous 13F +4,072 shares

    0.08% of the 13F portfolio, value $6,986,330.

    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 185,671 shares
    Change vs previous 13F -79,131 shares

    0.07% of the 13F portfolio, value $6,452,060.

    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 264,802 shares
    Change vs previous 13F +11,178 shares

    0.1% of the 13F portfolio, value $8,619,320.

    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 253,624 shares
    Change vs previous 13F +19,791 shares

    0.11% of the 13F portfolio, value $8,209,799.

    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 233,833 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $7,136,591.

    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).