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Disclosery

Atria Investments, Inc: SUB position timeline

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

Atria Investments, Inc held 15,792 SUB 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 15,792 shares
    Change vs previous 13F +1,151 shares

    0.02% of the 13F portfolio, value $1,650,942.

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

  2. period ended2026-06-30
    13F 14,641 shares
    Change vs previous 13F -11,200 shares

    0.02% of the 13F portfolio, value $1,558,841.

    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 25,841 shares
    Change vs previous 13F -1,210 shares

    0.03% of the 13F portfolio, value $2,752,088.

    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 27,051 shares
    Change vs previous 13F -4,286 shares

    0.03% of the 13F portfolio, value $2,886,322.

    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 31,337 shares
    Change vs previous 13F +2,500 shares

    0.04% of the 13F portfolio, value $3,346,171.

    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 28,837 shares
    Change vs previous 13F +5,695 shares

    0.04% of the 13F portfolio, value $3,066,565.

    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 23,142 shares
    Change vs previous 13F +3,619 shares

    0.03% of the 13F portfolio, value $2,443,845.

    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 19,523 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,059,322.

    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).