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Atria Investments, Inc: OALC position timeline

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

Atria Investments, Inc held 304,411 OALC 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 304,411 shares
    Change vs previous 13F +1,528 shares

    0.13% of the 13F portfolio, value $12,491,065.

    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 302,883 shares
    Change vs previous 13F +43,567 shares

    0.12% of the 13F portfolio, value $10,380,207.

    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 259,316 shares
    Change vs previous 13F -503,672 shares

    0.1% of the 13F portfolio, value $9,192,735.

    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 762,988 shares
    Change vs previous 13F -162,775 shares

    0.3% of the 13F portfolio, value $26,558,145.

    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 925,763 shares
    Change vs previous 13F +91,316 shares

    0.35% of the 13F portfolio, value $30,041,002.

    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 834,447 shares
    Change vs previous 13F -1,540,489 shares

    0.31% of the 13F portfolio, value $23,844,346.

    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 2,374,936 shares
    Change vs previous 13F +107,872 shares

    0.88% of the 13F portfolio, value $70,369,347.

    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 2,267,064 shares
    Change vs previous 13F not available

    0.82% of the 13F portfolio, value $66,293,256.

    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).