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Atria Investments, Inc: QQQM position timeline

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

Atria Investments, Inc held 77,496 QQQM 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 77,496 shares
    Change vs previous 13F +51,375 shares

    0.23% of the 13F portfolio, value $23,608,272.

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

  2. period ended2026-06-30
    13F 26,121 shares
    Change vs previous 13F -5,303 shares

    0.08% of the 13F portfolio, value $7,913,839.

    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 31,424 shares
    Change vs previous 13F -37,332 shares

    0.08% of the 13F portfolio, value $7,466,986.

    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 68,756 shares
    Change vs previous 13F +11,728 shares

    0.2% of the 13F portfolio, value $17,389,794.

    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 57,028 shares
    Change vs previous 13F +3,275 shares

    0.16% of the 13F portfolio, value $14,092,831.

    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 53,753 shares
    Change vs previous 13F +44,791 shares

    0.14% of the 13F portfolio, value $12,207,328.

    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 8,962 shares
    Change vs previous 13F -35,117 shares

    0.02% of the 13F portfolio, value $1,729,883.

    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 44,079 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $9,276,445.

    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).