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Disclosery

Atria Investments, Inc: NVS position timeline

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

Atria Investments, Inc held 66,729 NVS 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 66,729 shares
    Change vs previous 13F +6,484 shares

    0.09% of the 13F portfolio, value $9,513,607.

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

  2. period ended2026-06-30
    13F 60,245 shares
    Change vs previous 13F -2,211 shares

    0.09% of the 13F portfolio, value $9,441,648.

    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 62,456 shares
    Change vs previous 13F +4,190 shares

    0.11% of the 13F portfolio, value $9,540,218.

    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 58,266 shares
    Change vs previous 13F -199 shares

    0.09% of the 13F portfolio, value $8,033,161.

    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 58,465 shares
    Change vs previous 13F +5,179 shares

    0.09% of the 13F portfolio, value $7,497,606.

    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 53,286 shares
    Change vs previous 13F +6,793 shares

    0.08% of the 13F portfolio, value $6,448,092.

    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 46,493 shares
    Change vs previous 13F +3,230 shares

    0.07% of the 13F portfolio, value $5,183,089.

    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 43,263 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $4,209,970.

    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).