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Disclosery

Atria Investments, Inc: WAL position timeline

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

Atria Investments, Inc held 15,353 WAL 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 15,353 shares
    Change vs previous 13F -267 shares

    0.01% of the 13F portfolio, value $1,262,010.

    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 15,620 shares
    Change vs previous 13F +838 shares

    0.01% of the 13F portfolio, value $1,106,707.

    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 14,782 shares
    Change vs previous 13F +1,104 shares

    0.01% of the 13F portfolio, value $1,242,710.

    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 13,678 shares
    Change vs previous 13F +114 shares

    0.01% of the 13F portfolio, value $1,186,130.

    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 13,564 shares
    Change vs previous 13F +1,169 shares

    0.01% of the 13F portfolio, value $1,057,731.

    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 12,395 shares
    Change vs previous 13F +1,468 shares

    0.01% of the 13F portfolio, value $952,272.

    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 10,927 shares
    Change vs previous 13F +240 shares

    0.01% of the 13F portfolio, value $912,837.

    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 10,687 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $924,279.

    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).