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Disclosery

Atria Investments, Inc: ROE position timeline

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

Atria Investments, Inc held 98,040 ROE 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 98,040 shares
    Change vs previous 13F -4,424 shares

    0.04% of the 13F portfolio, value $4,174,066.

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

  2. period ended2026-06-30
    13F 102,464 shares
    Change vs previous 13F -2,391 shares

    0.04% of the 13F portfolio, value $4,368,048.

    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 104,855 shares
    Change vs previous 13F -3,585 shares

    0.04% of the 13F portfolio, value $3,715,003.

    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 108,440 shares
    Change vs previous 13F -3,581 shares

    0.04% of the 13F portfolio, value $3,824,682.

    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 112,021 shares
    Change vs previous 13F -15,882 shares

    0.04% of the 13F portfolio, value $3,873,001.

    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 127,903 shares
    Change vs previous 13F +944 shares

    0.05% of the 13F portfolio, value $4,119,766.

    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 126,959 shares
    Change vs previous 13F +37,348 shares

    0.05% of the 13F portfolio, value $3,716,084.

    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 89,611 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,724,190.

    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).