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Disclosery

Atria Investments, Inc: NI position timeline

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

Atria Investments, Inc held 32,336 NI 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 32,336 shares
    Change vs previous 13F -1,260 shares

    0.01% of the 13F portfolio, value $1,261,119.

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

  2. period ended2026-06-30
    13F 33,596 shares
    Change vs previous 13F -2,893 shares

    0.02% of the 13F portfolio, value $1,597,491.

    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 36,489 shares
    Change vs previous 13F +3,259 shares

    0.02% of the 13F portfolio, value $1,702,583.

    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 33,230 shares
    Change vs previous 13F +7,802 shares

    0.02% of the 13F portfolio, value $1,387,683.

    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 25,428 shares
    Change vs previous 13F +6,797 shares

    0.01% of the 13F portfolio, value $1,101,046.

    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 18,631 shares
    Change vs previous 13F +3,631 shares

    0.01% of the 13F portfolio, value $751,581.

    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 15,000 shares
    Change vs previous 13F -3,700 shares

    0.01% of the 13F portfolio, value $601,335.

    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 18,700 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $687,411.

    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).