Skip to content
Disclosery

Atria Investments, Inc: ST position timeline

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

Atria Investments, Inc held 20,051 ST shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 20,051 shares
    Change vs previous 13F +2,157 shares

    0.01% of the 13F portfolio, value $957,234.

    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).

  2. period ended2026-03-31
    13F 17,894 shares
    Change vs previous 13F +8,975 shares

    0.01% of the 13F portfolio, value $630,239.

    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).

  3. period ended2025-12-31
    13F 8,919 shares
    Change vs previous 13F +913 shares

    <0.01% of the 13F portfolio, value $296,923.

    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).

  4. period ended2025-09-30
    13F 8,006 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $244,590.

    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).