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Disclosery

Atria Investments, Inc: RWJ position timeline

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

Atria Investments, Inc held 15,820 RWJ 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 15,820 shares
    Change vs previous 13F -2,208 shares

    0.01% of the 13F portfolio, value $889,400.

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

  2. period ended2026-06-30
    13F 18,028 shares
    Change vs previous 13F -343 shares

    0.01% of the 13F portfolio, value $1,072,666.

    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 18,371 shares
    Change vs previous 13F -1,582 shares

    0.01% of the 13F portfolio, value $927,368.

    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 19,953 shares
    Change vs previous 13F -11,226 shares

    0.01% of the 13F portfolio, value $972,110.

    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 31,179 shares
    Change vs previous 13F -7,704 shares

    0.02% of the 13F portfolio, value $1,505,946.

    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 38,883 shares
    Change vs previous 13F -29,070 shares

    0.02% of the 13F portfolio, value $1,683,231.

    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 67,953 shares
    Change vs previous 13F -635 shares

    0.04% of the 13F portfolio, value $2,765,675.

    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 68,588 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $3,138,570.

    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).