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Disclosery

Atria Investments, Inc: USFR position timeline

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

Atria Investments, Inc held 40,600 USFR 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 40,600 shares
    Change vs previous 13F +314 shares

    0.02% of the 13F portfolio, value $2,045,823.

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

  2. period ended2026-06-30
    13F 40,286 shares
    Change vs previous 13F +9,977 shares

    0.02% of the 13F portfolio, value $2,028,419.

    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 30,309 shares
    Change vs previous 13F +215 shares

    0.02% of the 13F portfolio, value $1,525,757.

    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 30,094 shares
    Change vs previous 13F +1,534 shares

    0.02% of the 13F portfolio, value $1,514,330.

    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 28,560 shares
    Change vs previous 13F +122 shares

    0.02% of the 13F portfolio, value $1,435,702.

    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 28,438 shares
    Change vs previous 13F -22,625 shares

    0.02% of the 13F portfolio, value $1,430,695.

    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 51,063 shares
    Change vs previous 13F +2,046 shares

    0.03% of the 13F portfolio, value $2,569,978.

    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 49,017 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,466,524.

    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).