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Atria Investments, Inc: NDAQ position timeline

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

Atria Investments, Inc held 61,564 NDAQ 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 61,564 shares
    Change vs previous 13F +25,053 shares

    0.06% of the 13F portfolio, value $5,664,543.

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

  2. period ended2026-06-30
    13F 36,511 shares
    Change vs previous 13F -16,907 shares

    0.03% of the 13F portfolio, value $2,877,782.

    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 53,418 shares
    Change vs previous 13F -8,405 shares

    0.05% of the 13F portfolio, value $4,534,659.

    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 61,823 shares
    Change vs previous 13F +13,942 shares

    0.07% of the 13F portfolio, value $6,004,874.

    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 47,881 shares
    Change vs previous 13F -2,568 shares

    0.05% of the 13F portfolio, value $4,235,054.

    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 50,449 shares
    Change vs previous 13F +24,080 shares

    0.05% of the 13F portfolio, value $4,511,108.

    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 26,369 shares
    Change vs previous 13F -6,313 shares

    0.03% of the 13F portfolio, value $2,000,326.

    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 32,682 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,526,620.

    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).