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Disclosery

Atria Investments, Inc: OAEM position timeline

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

Atria Investments, Inc held 132,225 OAEM 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 132,225 shares
    Change vs previous 13F +28,322 shares

    0.06% of the 13F portfolio, value $6,506,561.

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

  2. period ended2026-06-30
    13F 103,903 shares
    Change vs previous 13F +10,454 shares

    0.05% of the 13F portfolio, value $5,183,278.

    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 93,449 shares
    Change vs previous 13F -5,830 shares

    0.04% of the 13F portfolio, value $3,767,482.

    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 99,279 shares
    Change vs previous 13F -123,713 shares

    0.04% of the 13F portfolio, value $3,636,602.

    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 222,992 shares
    Change vs previous 13F -25,426 shares

    0.09% of the 13F portfolio, value $7,675,396.

    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 248,418 shares
    Change vs previous 13F +21,125 shares

    0.09% of the 13F portfolio, value $8,038,818.

    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 227,293 shares
    Change vs previous 13F -824,750 shares

    0.08% of the 13F portfolio, value $6,527,661.

    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 1,052,043 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $30,660,851.

    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).