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Disclosery

Atria Investments, Inc: STIP position timeline

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

Atria Investments, Inc held 24,509 STIP 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 24,509 shares
    Change vs previous 13F +12,685 shares

    0.03% of the 13F portfolio, value $2,503,813.

    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 11,824 shares
    Change vs previous 13F -3,764 shares

    0.01% of the 13F portfolio, value $1,222,917.

    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 15,588 shares
    Change vs previous 13F -9,789 shares

    0.02% of the 13F portfolio, value $1,596,061.

    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 25,377 shares
    Change vs previous 13F +453 shares

    0.03% of the 13F portfolio, value $2,622,935.

    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).

  5. period ended2025-06-30
    13F 24,924 shares
    Change vs previous 13F +19,770 shares

    0.03% of the 13F portfolio, value $2,564,947.

    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).

  6. period ended2025-03-31
    13F 5,154 shares
    Change vs previous 13F +1,388 shares

    0.01% of the 13F portfolio, value $533,306.

    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).

  7. period ended2024-12-31
    13F 3,766 shares
    Change vs previous 13F -28,782 shares

    <0.01% of the 13F portfolio, value $378,873.

    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).

  8. period ended2024-09-30
    13F 32,548 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $3,297,771.

    13F-HR 0001535865-24-000019 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).