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Disclosery

Atria Investments, Inc: WMT position timeline

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

Atria Investments, Inc held 231,938 WMT 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 231,938 shares
    Change vs previous 13F -643 shares

    0.23% of the 13F portfolio, value $24,102,972.

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

  2. period ended2026-06-30
    13F 232,581 shares
    Change vs previous 13F -14,642 shares

    0.26% of the 13F portfolio, value $26,342,117.

    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 247,223 shares
    Change vs previous 13F -51,483 shares

    0.34% of the 13F portfolio, value $30,724,815.

    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 298,706 shares
    Change vs previous 13F -7,198 shares

    0.38% of the 13F portfolio, value $33,278,820.

    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 305,904 shares
    Change vs previous 13F -21,167 shares

    0.36% of the 13F portfolio, value $31,526,450.

    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 327,071 shares
    Change vs previous 13F -15,012 shares

    0.38% of the 13F portfolio, value $31,980,986.

    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 342,083 shares
    Change vs previous 13F -3,255 shares

    0.38% of the 13F portfolio, value $30,031,484.

    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 345,338 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $31,201,309.

    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).