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Disclosery

Atria Investments, Inc: O position timeline

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

Atria Investments, Inc held 31,451 O 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 31,451 shares
    Change vs previous 13F -4,088 shares

    0.02% of the 13F portfolio, value $1,707,807.

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

  2. period ended2026-06-30
    13F 35,539 shares
    Change vs previous 13F -9,161 shares

    0.02% of the 13F portfolio, value $2,202,006.

    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 44,700 shares
    Change vs previous 13F -7,799 shares

    0.03% of the 13F portfolio, value $2,734,760.

    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 52,499 shares
    Change vs previous 13F -5,268 shares

    0.03% of the 13F portfolio, value $2,959,393.

    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 57,767 shares
    Change vs previous 13F -7,009 shares

    0.04% of the 13F portfolio, value $3,511,637.

    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 64,776 shares
    Change vs previous 13F +7,877 shares

    0.04% of the 13F portfolio, value $3,731,769.

    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 56,899 shares
    Change vs previous 13F -10,126 shares

    0.04% of the 13F portfolio, value $3,300,692.

    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 67,025 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $3,579,824.

    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).