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Disclosery

Atria Investments, Inc: ORN position timeline

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

Atria Investments, Inc held 41,134 ORN 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 41,134 shares
    Change vs previous 13F +9,411 shares

    0.01% of the 13F portfolio, value $691,874.

    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 31,723 shares
    Change vs previous 13F -6,640 shares

    <0.01% of the 13F portfolio, value $345,781.

    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 38,363 shares
    Change vs previous 13F -2,774 shares

    <0.01% of the 13F portfolio, value $381,328.

    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 41,137 shares
    Change vs previous 13F -9,427 shares

    <0.01% of the 13F portfolio, value $342,260.

    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 50,564 shares
    Change vs previous 13F -23,953 shares

    0.01% of the 13F portfolio, value $458,615.

    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 74,517 shares
    Change vs previous 13F +13,495 shares

    <0.01% of the 13F portfolio, value $389,724.

    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 61,022 shares
    Change vs previous 13F +11,724 shares

    0.01% of the 13F portfolio, value $447,291.

    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 49,298 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $284,449.

    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).