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Disclosery

Atria Investments, Inc: OMF position timeline

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

Atria Investments, Inc held 56,209 OMF 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 56,209 shares
    Change vs previous 13F +6,578 shares

    0.03% of the 13F portfolio, value $3,113,426.

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

  2. period ended2026-06-30
    13F 49,631 shares
    Change vs previous 13F +588 shares

    0.03% of the 13F portfolio, value $3,025,998.

    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 49,043 shares
    Change vs previous 13F -15,364 shares

    0.03% of the 13F portfolio, value $2,623,290.

    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 64,407 shares
    Change vs previous 13F -2,988 shares

    0.05% of the 13F portfolio, value $4,350,691.

    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 67,395 shares
    Change vs previous 13F +6,443 shares

    0.04% of the 13F portfolio, value $3,805,104.

    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 60,952 shares
    Change vs previous 13F -891 shares

    0.04% of the 13F portfolio, value $3,474,270.

    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 61,843 shares
    Change vs previous 13F +1,190 shares

    0.04% of the 13F portfolio, value $3,022,888.

    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 60,653 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $3,161,838.

    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).