Skip to content
Disclosery

Atria Investments, Inc: V position timeline

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

Atria Investments, Inc held 158,431 V 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 158,431 shares
    Change vs previous 13F +11,621 shares

    0.55% of the 13F portfolio, value $56,929,098.

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

  2. period ended2026-06-30
    13F 146,810 shares
    Change vs previous 13F +10 shares

    0.5% of the 13F portfolio, value $50,369,074.

    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 146,800 shares
    Change vs previous 13F -16,314 shares

    0.5% of the 13F portfolio, value $44,368,751.

    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 163,114 shares
    Change vs previous 13F -12,485 shares

    0.65% of the 13F portfolio, value $57,205,873.

    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 175,599 shares
    Change vs previous 13F -15,728 shares

    0.69% of the 13F portfolio, value $59,946,122.

    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 191,327 shares
    Change vs previous 13F +1,234 shares

    0.8% of the 13F portfolio, value $67,930,811.

    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 190,093 shares
    Change vs previous 13F -8,978 shares

    0.85% of the 13F portfolio, value $66,619,870.

    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 199,071 shares
    Change vs previous 13F not available

    0.78% of the 13F portfolio, value $62,914,284.

    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).