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Disclosery

Atria Investments, Inc: SPOT position timeline

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

Atria Investments, Inc held 12,015 SPOT 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 12,015 shares
    Change vs previous 13F +5,357 shares

    0.06% of the 13F portfolio, value $5,856,027.

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

  2. period ended2026-06-30
    13F 6,658 shares
    Change vs previous 13F -2,144 shares

    0.03% of the 13F portfolio, value $3,057,034.

    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 8,802 shares
    Change vs previous 13F +1,327 shares

    0.05% of the 13F portfolio, value $4,268,178.

    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 7,475 shares
    Change vs previous 13F -416 shares

    0.05% of the 13F portfolio, value $4,340,807.

    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 7,891 shares
    Change vs previous 13F -2,048 shares

    0.06% of the 13F portfolio, value $5,507,918.

    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 9,939 shares
    Change vs previous 13F +490 shares

    0.09% of the 13F portfolio, value $7,626,592.

    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 9,449 shares
    Change vs previous 13F -101 shares

    0.07% of the 13F portfolio, value $5,197,233.

    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 9,550 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $4,272,479.

    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).