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Disclosery

Atria Investments, Inc: OEF position timeline

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

Atria Investments, Inc held 11,785 OEF 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 11,785 shares
    Change vs previous 13F +5,318 shares

    0.04% of the 13F portfolio, value $4,502,816.

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

  2. period ended2026-06-30
    13F 6,467 shares
    Change vs previous 13F +3,753 shares

    0.02% of the 13F portfolio, value $2,366,102.

    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 2,714 shares
    Change vs previous 13F -148,765 shares

    0.01% of the 13F portfolio, value $863,374.

    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 151,479 shares
    Change vs previous 13F +7,971 shares

    0.59% of the 13F portfolio, value $51,952,773.

    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 143,508 shares
    Change vs previous 13F +68,056 shares

    0.55% of the 13F portfolio, value $47,765,131.

    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 75,452 shares
    Change vs previous 13F +31,146 shares

    0.27% of the 13F portfolio, value $22,963,745.

    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 44,306 shares
    Change vs previous 13F +40,621 shares

    0.15% of the 13F portfolio, value $11,999,361.

    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 3,685 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,064,313.

    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).