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Disclosery

Atria Investments, Inc: OTIS position timeline

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

Atria Investments, Inc held 20,736 OTIS 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 20,736 shares
    Change vs previous 13F -1,029 shares

    0.01% of the 13F portfolio, value $1,333,763.

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

  2. period ended2026-06-30
    13F 21,765 shares
    Change vs previous 13F -980 shares

    0.02% of the 13F portfolio, value $1,558,405.

    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 22,745 shares
    Change vs previous 13F +5,630 shares

    0.02% of the 13F portfolio, value $1,753,163.

    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 17,115 shares
    Change vs previous 13F +455 shares

    0.02% of the 13F portfolio, value $1,495,012.

    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 16,660 shares
    Change vs previous 13F +4,718 shares

    0.02% of the 13F portfolio, value $1,523,196.

    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 11,942 shares
    Change vs previous 13F -1,989 shares

    0.01% of the 13F portfolio, value $1,182,491.

    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 13,931 shares
    Change vs previous 13F +782 shares

    0.02% of the 13F portfolio, value $1,437,707.

    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 13,149 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,217,755.

    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).