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Atria Investments, Inc: META position timeline

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

Atria Investments, Inc held 122,388 META 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 122,388 shares
    Change vs previous 13F -7,573 shares

    0.69% of the 13F portfolio, value $68,939,659.

    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 129,961 shares
    Change vs previous 13F +1,624 shares

    0.83% of the 13F portfolio, value $74,354,429.

    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 128,337 shares
    Change vs previous 13F -6,372 shares

    0.96% of the 13F portfolio, value $84,713,894.

    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 134,709 shares
    Change vs previous 13F +1,907 shares

    1.13% of the 13F portfolio, value $98,927,280.

    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 132,802 shares
    Change vs previous 13F +4,909 shares

    1.16% of the 13F portfolio, value $98,019,902.

    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 127,893 shares
    Change vs previous 13F +4,120 shares

    0.94% of the 13F portfolio, value $73,712,693.

    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 123,773 shares
    Change vs previous 13F +2,754 shares

    0.9% of the 13F portfolio, value $72,470,057.

    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 121,019 shares
    Change vs previous 13F not available

    0.86% of the 13F portfolio, value $69,276,272.

    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).