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Disclosery

Atria Investments, Inc: WEX position timeline

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

Atria Investments, Inc held 8,275 WEX 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 8,275 shares
    Change vs previous 13F +2,528 shares

    0.01% of the 13F portfolio, value $1,167,520.

    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 5,747 shares
    Change vs previous 13F +68 shares

    0.01% of the 13F portfolio, value $879,521.

    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 5,679 shares
    Change vs previous 13F -111 shares

    0.01% of the 13F portfolio, value $846,057.

    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 5,790 shares
    Change vs previous 13F -485 shares

    0.01% of the 13F portfolio, value $912,099.

    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 6,275 shares
    Change vs previous 13F +759 shares

    0.01% of the 13F portfolio, value $921,661.

    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 5,516 shares
    Change vs previous 13F +776 shares

    0.01% of the 13F portfolio, value $866,122.

    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 4,740 shares
    Change vs previous 13F -1,788 shares

    0.01% of the 13F portfolio, value $831,017.

    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 6,528 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,369,117.

    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).