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Disclosery

Atria Investments, Inc: NWG position timeline

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

Atria Investments, Inc held 87,970 NWG 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 87,970 shares
    Change vs previous 13F -10,262 shares

    0.02% of the 13F portfolio, value $1,596,647.

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

  2. period ended2026-06-30
    13F 98,232 shares
    Change vs previous 13F -28,367 shares

    0.02% of the 13F portfolio, value $1,731,825.

    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 126,599 shares
    Change vs previous 13F -11,382 shares

    0.02% of the 13F portfolio, value $1,886,321.

    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 137,981 shares
    Change vs previous 13F -2,665 shares

    0.03% of the 13F portfolio, value $2,414,667.

    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 140,646 shares
    Change vs previous 13F +2,239 shares

    0.02% of the 13F portfolio, value $1,990,148.

    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 138,407 shares
    Change vs previous 13F +16,033 shares

    0.02% of the 13F portfolio, value $1,958,458.

    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 122,374 shares
    Change vs previous 13F +23,062 shares

    0.02% of the 13F portfolio, value $1,458,701.

    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 99,312 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,010,005.

    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).