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Disclosery

Atria Investments, Inc: NU position timeline

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

Atria Investments, Inc held 117,409 NU 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 117,409 shares
    Change vs previous 13F +39,523 shares

    0.01% of the 13F portfolio, value $1,486,398.

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

  2. period ended2026-06-30
    13F 77,886 shares
    Change vs previous 13F -21,659 shares

    0.01% of the 13F portfolio, value $1,040,557.

    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 99,545 shares
    Change vs previous 13F +11,735 shares

    0.02% of the 13F portfolio, value $1,430,462.

    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 87,810 shares
    Change vs previous 13F +12,660 shares

    0.02% of the 13F portfolio, value $1,469,939.

    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 75,150 shares
    Change vs previous 13F +18,458 shares

    0.01% of the 13F portfolio, value $1,203,152.

    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 56,692 shares
    Change vs previous 13F -2,168 shares

    0.01% of the 13F portfolio, value $777,814.

    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 58,860 shares
    Change vs previous 13F -20,965 shares

    0.01% of the 13F portfolio, value $602,726.

    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 79,825 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $826,987.

    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).