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Disclosery

Atria Investments, Inc: OVV position timeline

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

Atria Investments, Inc held 7,984 OVV 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 7,984 shares
    Change vs previous 13F +245 shares

    <0.01% of the 13F portfolio, value $420,379.

    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 7,739 shares
    Change vs previous 13F -151 shares

    0.01% of the 13F portfolio, value $459,407.

    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 7,890 shares
    Change vs previous 13F -31,097 shares

    <0.01% of the 13F portfolio, value $309,221.

    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 38,987 shares
    Change vs previous 13F -3,443 shares

    0.02% of the 13F portfolio, value $1,574,276.

    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 42,430 shares
    Change vs previous 13F -1,143 shares

    0.02% of the 13F portfolio, value $1,614,477.

    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 43,573 shares
    Change vs previous 13F +19,427 shares

    0.02% of the 13F portfolio, value $1,864,942.

    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 24,146 shares
    Change vs previous 13F -19,223 shares

    0.01% of the 13F portfolio, value $977,902.

    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 43,369 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,661,461.

    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).