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Atria Investments, Inc: LYG position timeline

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

Atria Investments, Inc held 426,004 LYG 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 426,004 shares
    Change vs previous 13F +63,309 shares

    0.02% of the 13F portfolio, value $2,398,401.

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

  2. period ended2026-06-30
    13F 362,695 shares
    Change vs previous 13F -27,459 shares

    0.02% of the 13F portfolio, value $2,114,513.

    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 390,154 shares
    Change vs previous 13F +64,258 shares

    0.02% of the 13F portfolio, value $1,962,476.

    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 325,896 shares
    Change vs previous 13F +59,618 shares

    0.02% of the 13F portfolio, value $1,727,250.

    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 266,278 shares
    Change vs previous 13F +28,490 shares

    0.01% of the 13F portfolio, value $1,208,903.

    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 237,788 shares
    Change vs previous 13F -55,749 shares

    0.01% of the 13F portfolio, value $1,010,598.

    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 293,537 shares
    Change vs previous 13F -13,923 shares

    0.01% of the 13F portfolio, value $1,121,310.

    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 307,460 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $836,290.

    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).