Skip to content
Disclosery

Atria Investments, Inc: NEO position timeline

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

Atria Investments, Inc held 10,881 NEO 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 10,881 shares
    Change vs previous 13F +10,881 shares

    <0.01% of the 13F portfolio, value $199,775.

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

  2. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -13,519 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  3. period ended2025-09-30
    13F 13,519 shares
    Change vs previous 13F -1,191 shares

    <0.01% of the 13F portfolio, value $104,367.

    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).

  4. period ended2025-06-30
    13F 14,710 shares
    Change vs previous 13F +4,407 shares

    <0.01% of the 13F portfolio, value $107,530.

    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).

  5. period ended2025-03-31
    13F 10,303 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $97,775.

    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).