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Atria Investments, Inc: OAIM position timeline

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

Atria Investments, Inc held 300,933 OAIM shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 300,933 shares
    Change vs previous 13F -295,472 shares

    0.14% of the 13F portfolio, value $14,393,647.

    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).

  2. period ended2026-03-31
    13F 596,405 shares
    Change vs previous 13F -6,587 shares

    0.29% of the 13F portfolio, value $25,679,430.

    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).

  3. period ended2025-12-31
    13F 602,992 shares
    Change vs previous 13F -410,375 shares

    0.28% of the 13F portfolio, value $24,957,824.

    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).

  4. period ended2025-09-30
    13F 1,013,367 shares
    Change vs previous 13F -131,220 shares

    0.47% of the 13F portfolio, value $40,757,605.

    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).

  5. period ended2025-06-30
    13F 1,144,587 shares
    Change vs previous 13F -20,168 shares

    0.52% of the 13F portfolio, value $43,711,762.

    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).

  6. period ended2025-03-31
    13F 1,164,755 shares
    Change vs previous 13F -1,397,860 shares

    0.5% of the 13F portfolio, value $38,924,726.

    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).

  7. period ended2024-12-31
    13F 2,562,615 shares
    Change vs previous 13F +105,950 shares

    1.02% of the 13F portfolio, value $82,317,627.

    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).

  8. period ended2024-09-30
    13F 2,456,665 shares
    Change vs previous 13F not available

    1.05% of the 13F portfolio, value $84,539,739.

    13F-HR 0001535865-24-000019 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).