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Disclosery

Atria Investments, Inc: ULS position timeline

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

Atria Investments, Inc held 27,770 ULS 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 27,770 shares
    Change vs previous 13F -2,688 shares

    0.02% of the 13F portfolio, value $1,822,250.

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

  2. period ended2026-06-30
    13F 30,458 shares
    Change vs previous 13F -4,728 shares

    0.03% of the 13F portfolio, value $3,102,493.

    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 35,186 shares
    Change vs previous 13F +4,848 shares

    0.03% of the 13F portfolio, value $3,015,767.

    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 30,338 shares
    Change vs previous 13F -5,455 shares

    0.03% of the 13F portfolio, value $2,392,460.

    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 35,793 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,536,294.

    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).