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Disclosery

Atria Investments, Inc: ORCL position timeline

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

Atria Investments, Inc held 186,779 ORCL 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 186,779 shares
    Change vs previous 13F -788 shares

    0.25% of the 13F portfolio, value $25,644,769.

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

  2. period ended2026-06-30
    13F 187,567 shares
    Change vs previous 13F -13,431 shares

    0.28% of the 13F portfolio, value $27,487,997.

    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 200,998 shares
    Change vs previous 13F -31,754 shares

    0.33% of the 13F portfolio, value $29,568,867.

    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 232,752 shares
    Change vs previous 13F -20,573 shares

    0.52% of the 13F portfolio, value $45,365,730.

    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 253,325 shares
    Change vs previous 13F +1,747 shares

    0.81% of the 13F portfolio, value $71,245,175.

    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 251,578 shares
    Change vs previous 13F -464 shares

    0.65% of the 13F portfolio, value $55,002,504.

    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 252,042 shares
    Change vs previous 13F -10,669 shares

    0.45% of the 13F portfolio, value $35,237,964.

    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 262,711 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $43,778,115.

    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).