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Disclosery

Atria Investments, Inc: OLLI position timeline

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

Atria Investments, Inc held 7,925 OLLI 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 7,925 shares
    Change vs previous 13F -4,573 shares

    0.01% of the 13F portfolio, value $678,776.

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

  2. period ended2026-06-30
    13F 12,498 shares
    Change vs previous 13F -8,162 shares

    0.01% of the 13F portfolio, value $960,846.

    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 20,660 shares
    Change vs previous 13F -882 shares

    0.02% of the 13F portfolio, value $1,901,546.

    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 21,542 shares
    Change vs previous 13F -5,414 shares

    0.03% of the 13F portfolio, value $2,361,219.

    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 26,956 shares
    Change vs previous 13F -3,621 shares

    0.04% of the 13F portfolio, value $3,461,150.

    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 30,577 shares
    Change vs previous 13F -752 shares

    0.05% of the 13F portfolio, value $4,029,437.

    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 31,329 shares
    Change vs previous 13F -264 shares

    0.05% of the 13F portfolio, value $3,645,442.

    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 31,593 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $3,466,700.

    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).