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Disclosery

Atria Investments, Inc: STAG position timeline

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

Atria Investments, Inc held 44,311 STAG 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 44,311 shares
    Change vs previous 13F -2,281 shares

    0.02% of the 13F portfolio, value $1,586,771.

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

  2. period ended2026-06-30
    13F 46,592 shares
    Change vs previous 13F +2,319 shares

    0.02% of the 13F portfolio, value $1,773,285.

    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 44,273 shares
    Change vs previous 13F -3,810 shares

    0.02% of the 13F portfolio, value $1,596,490.

    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 48,083 shares
    Change vs previous 13F -5,845 shares

    0.02% of the 13F portfolio, value $1,767,527.

    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 53,928 shares
    Change vs previous 13F +735 shares

    0.02% of the 13F portfolio, value $1,903,111.

    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 53,193 shares
    Change vs previous 13F +21,208 shares

    0.02% of the 13F portfolio, value $1,929,829.

    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 31,985 shares
    Change vs previous 13F +761 shares

    0.01% of the 13F portfolio, value $1,155,300.

    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 31,224 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,056,008.

    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).