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Atria Investments, Inc: QUAL position timeline

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

Atria Investments, Inc held 51,650 QUAL 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 51,650 shares
    Change vs previous 13F -2,705 shares

    0.11% of the 13F portfolio, value $11,478,773.

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

  2. period ended2026-06-30
    13F 54,355 shares
    Change vs previous 13F -143,238 shares

    0.12% of the 13F portfolio, value $11,927,193.

    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 197,593 shares
    Change vs previous 13F +26,956 shares

    0.42% of the 13F portfolio, value $37,900,223.

    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 170,637 shares
    Change vs previous 13F -117,026 shares

    0.39% of the 13F portfolio, value $33,891,855.

    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 287,663 shares
    Change vs previous 13F -37,333 shares

    0.64% of the 13F portfolio, value $55,950,439.

    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 324,996 shares
    Change vs previous 13F +27,820 shares

    0.7% of the 13F portfolio, value $59,415,742.

    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 297,176 shares
    Change vs previous 13F +45,939 shares

    0.65% of the 13F portfolio, value $50,784,396.

    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 251,237 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $44,740,289.

    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).