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Atria Investments, Inc: NOW position timeline

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

Atria Investments, Inc held 68,202 NOW 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 68,202 shares
    Change vs previous 13F -21,491 shares

    0.07% of the 13F portfolio, value $6,771,124.

    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 89,693 shares
    Change vs previous 13F -17,690 shares

    0.1% of the 13F portfolio, value $9,377,385.

    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 107,383 shares
    Change vs previous 13F +84,093 shares

    0.19% of the 13F portfolio, value $16,450,052.

    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 23,290 shares
    Change vs previous 13F +177 shares

    0.24% of the 13F portfolio, value $21,433,014.

    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 23,113 shares
    Change vs previous 13F +1,250 shares

    0.28% of the 13F portfolio, value $23,761,837.

    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 21,863 shares
    Change vs previous 13F -3,163 shares

    0.22% of the 13F portfolio, value $17,405,611.

    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 25,026 shares
    Change vs previous 13F -1,551 shares

    0.33% of the 13F portfolio, value $26,530,563.

    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 26,577 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $23,770,203.

    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).