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Disclosery

Atria Investments, Inc: WIT position timeline

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

Atria Investments, Inc held 97,970 WIT 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 97,970 shares
    Change vs previous 13F -7,287 shares

    <0.01% of the 13F portfolio, value $220,433.

    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 105,257 shares
    Change vs previous 13F +10,115 shares

    <0.01% of the 13F portfolio, value $223,144.

    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 95,142 shares
    Change vs previous 13F -402 shares

    <0.01% of the 13F portfolio, value $270,203.

    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 95,544 shares
    Change vs previous 13F +28,464 shares

    <0.01% of the 13F portfolio, value $251,281.

    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 67,080 shares
    Change vs previous 13F +67,080 shares

    <0.01% of the 13F portfolio, value $202,581.

    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 ended2024-09-30
    13F 0 shares
    Change vs previous 13F not available

    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).

    Exited: the 13F for this period no longer lists the position.