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Disclosery

Atria Investments, Inc: NEAR position timeline

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

Atria Investments, Inc held 15,018 NEAR 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 15,018 shares
    Change vs previous 13F -5,556 shares

    0.01% of the 13F portfolio, value $748,812.

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

  2. period ended2026-06-30
    13F 20,574 shares
    Change vs previous 13F +3,505 shares

    0.01% of the 13F portfolio, value $1,042,270.

    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 17,069 shares
    Change vs previous 13F -721 shares

    0.01% of the 13F portfolio, value $867,697.

    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 17,790 shares
    Change vs previous 13F -1,703 shares

    0.01% of the 13F portfolio, value $909,053.

    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 19,493 shares
    Change vs previous 13F -36,975 shares

    0.01% of the 13F portfolio, value $999,602.

    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 56,468 shares
    Change vs previous 13F +17,769 shares

    0.03% of the 13F portfolio, value $2,885,523.

    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 38,699 shares
    Change vs previous 13F +25,521 shares

    0.03% of the 13F portfolio, value $1,968,630.

    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 13,178 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $665,473.

    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).