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Atria Investments, Inc: OUNZ position timeline

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

Atria Investments, Inc held 74,108 OUNZ 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 74,108 shares
    Change vs previous 13F -22,473 shares

    0.03% of the 13F portfolio, value $2,956,909.

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

  2. period ended2026-06-30
    13F 96,581 shares
    Change vs previous 13F +11,326 shares

    0.04% of the 13F portfolio, value $3,727,061.

    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 85,255 shares
    Change vs previous 13F -12,437 shares

    0.04% of the 13F portfolio, value $3,840,738.

    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 97,692 shares
    Change vs previous 13F -3,382 shares

    0.05% of the 13F portfolio, value $4,052,264.

    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 101,074 shares
    Change vs previous 13F +5,640 shares

    0.04% of the 13F portfolio, value $3,758,942.

    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 95,434 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $3,043,390.

    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).