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Disclosery

Atria Investments, Inc: NPO position timeline

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

Atria Investments, Inc held 6,411 NPO 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 6,411 shares
    Change vs previous 13F -142 shares

    0.02% of the 13F portfolio, value $1,963,498.

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

  2. period ended2026-06-30
    13F 6,553 shares
    Change vs previous 13F -227 shares

    0.02% of the 13F portfolio, value $2,469,869.

    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 6,780 shares
    Change vs previous 13F +68 shares

    0.02% of the 13F portfolio, value $1,699,308.

    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 6,712 shares
    Change vs previous 13F +182 shares

    0.02% of the 13F portfolio, value $1,437,224.

    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 6,530 shares
    Change vs previous 13F -184 shares

    0.02% of the 13F portfolio, value $1,475,820.

    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 6,714 shares
    Change vs previous 13F +661 shares

    0.02% of the 13F portfolio, value $1,286,032.

    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 6,053 shares
    Change vs previous 13F +131 shares

    0.01% of the 13F portfolio, value $979,326.

    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 5,922 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,021,328.

    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).