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Disclosery

Atria Investments, Inc: WKC position timeline

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

Atria Investments, Inc held 9,503 WKC 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 9,503 shares
    Change vs previous 13F -19,618 shares

    <0.01% of the 13F portfolio, value $334,130.

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

  2. period ended2026-06-30
    13F 29,121 shares
    Change vs previous 13F +5,097 shares

    0.01% of the 13F portfolio, value $959,247.

    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 24,024 shares
    Change vs previous 13F +3,257 shares

    0.01% of the 13F portfolio, value $554,229.

    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 20,767 shares
    Change vs previous 13F -3,073 shares

    0.01% of the 13F portfolio, value $486,561.

    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 23,840 shares
    Change vs previous 13F -5,738 shares

    0.01% of the 13F portfolio, value $618,658.

    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 29,578 shares
    Change vs previous 13F -5,115 shares

    0.01% of the 13F portfolio, value $838,548.

    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 34,693 shares
    Change vs previous 13F +2,212 shares

    0.01% of the 13F portfolio, value $983,899.

    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 32,481 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $893,552.

    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).