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Disclosery

Atria Investments, Inc: REGN position timeline

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

Atria Investments, Inc held 12,494 REGN 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 12,494 shares
    Change vs previous 13F +1,891 shares

    0.09% of the 13F portfolio, value $9,473,896.

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

  2. period ended2026-06-30
    13F 10,603 shares
    Change vs previous 13F -858 shares

    0.07% of the 13F portfolio, value $6,611,328.

    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 11,461 shares
    Change vs previous 13F +29 shares

    0.1% of the 13F portfolio, value $8,855,028.

    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 11,432 shares
    Change vs previous 13F -45 shares

    0.1% of the 13F portfolio, value $8,823,805.

    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 11,477 shares
    Change vs previous 13F +8 shares

    0.07% of the 13F portfolio, value $6,453,044.

    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 11,469 shares
    Change vs previous 13F +1,442 shares

    0.07% of the 13F portfolio, value $6,021,113.

    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 10,027 shares
    Change vs previous 13F +3,390 shares

    0.08% of the 13F portfolio, value $6,359,497.

    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 6,637 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $4,727,734.

    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).