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Disclosery

Atria Investments, Inc: OWNS position timeline

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

Atria Investments, Inc held 39,251 OWNS 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 39,251 shares
    Change vs previous 13F +19,625 shares

    0.01% of the 13F portfolio, value $639,006.

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

  2. period ended2026-06-30
    13F 19,626 shares
    Change vs previous 13F +663 shares

    <0.01% of the 13F portfolio, value $339,040.

    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 18,963 shares
    Change vs previous 13F +1,655 shares

    <0.01% of the 13F portfolio, value $328,818.

    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 17,308 shares
    Change vs previous 13F -140,661 shares

    <0.01% of the 13F portfolio, value $302,198.

    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 157,969 shares
    Change vs previous 13F +34,800 shares

    0.03% of the 13F portfolio, value $2,747,081.

    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 123,169 shares
    Change vs previous 13F -21,432 shares

    0.02% of the 13F portfolio, value $2,109,811.

    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 144,601 shares
    Change vs previous 13F -13,845 shares

    0.03% of the 13F portfolio, value $2,479,632.

    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 158,446 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,676,153.

    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).