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Disclosery

Atria Investments, Inc: OASC position timeline

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

Atria Investments, Inc held 120,899 OASC 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 120,899 shares
    Change vs previous 13F +12,981 shares

    0.04% of the 13F portfolio, value $4,345,259.

    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 107,918 shares
    Change vs previous 13F +4,847 shares

    0.04% of the 13F portfolio, value $3,215,960.

    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 103,071 shares
    Change vs previous 13F -319,450 shares

    0.03% of the 13F portfolio, value $3,035,441.

    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 422,521 shares
    Change vs previous 13F +80,171 shares

    0.14% of the 13F portfolio, value $12,060,608.

    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 342,350 shares
    Change vs previous 13F +55,389 shares

    0.11% of the 13F portfolio, value $8,909,385.

    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 286,961 shares
    Change vs previous 13F -21,461 shares

    0.09% of the 13F portfolio, value $7,085,067.

    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 308,422 shares
    Change vs previous 13F +109,094 shares

    0.1% of the 13F portfolio, value $8,383,897.

    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 199,328 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $5,531,013.

    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).