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Atria Investments, Inc: WFC position timeline

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

Atria Investments, Inc held 247,332 WFC 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 247,332 shares
    Change vs previous 13F +10,386 shares

    0.19% of the 13F portfolio, value $19,798,904.

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

  2. period ended2026-06-30
    13F 236,946 shares
    Change vs previous 13F -18,627 shares

    0.2% of the 13F portfolio, value $19,581,200.

    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 255,573 shares
    Change vs previous 13F -23,587 shares

    0.23% of the 13F portfolio, value $20,346,142.

    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 279,160 shares
    Change vs previous 13F -1,008 shares

    0.3% of the 13F portfolio, value $26,017,713.

    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 280,168 shares
    Change vs previous 13F +15,946 shares

    0.27% of the 13F portfolio, value $23,483,648.

    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 264,222 shares
    Change vs previous 13F +35,123 shares

    0.25% of the 13F portfolio, value $21,169,481.

    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 229,099 shares
    Change vs previous 13F +7,752 shares

    0.21% of the 13F portfolio, value $16,446,987.

    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 221,347 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $15,547,446.

    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).