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Disclosery

Atria Investments, Inc: WERN position timeline

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

Atria Investments, Inc held 20,401 WERN 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 20,401 shares
    Change vs previous 13F -1,352 shares

    0.01% of the 13F portfolio, value $693,216.

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

  2. period ended2026-06-30
    13F 21,753 shares
    Change vs previous 13F +8,345 shares

    0.01% of the 13F portfolio, value $948,629.

    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 13,408 shares
    Change vs previous 13F -388 shares

    <0.01% of the 13F portfolio, value $394,329.

    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 13,796 shares
    Change vs previous 13F +2,548 shares

    <0.01% of the 13F portfolio, value $414,029.

    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 11,248 shares
    Change vs previous 13F -1,771 shares

    <0.01% of the 13F portfolio, value $296,041.

    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 13,019 shares
    Change vs previous 13F +2,736 shares

    <0.01% of the 13F portfolio, value $356,200.

    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 10,283 shares
    Change vs previous 13F +804 shares

    <0.01% of the 13F portfolio, value $301,304.

    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 9,479 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $340,474.

    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).