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Disclosery

Atria Investments, Inc: WSBC position timeline

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

Atria Investments, Inc held 21,178 WSBC 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 21,178 shares
    Change vs previous 13F +211 shares

    0.01% of the 13F portfolio, value $792,493.

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

  2. period ended2026-06-30
    13F 20,967 shares
    Change vs previous 13F -1,183 shares

    0.01% of the 13F portfolio, value $818,342.

    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 22,150 shares
    Change vs previous 13F -3,618 shares

    0.01% of the 13F portfolio, value $763,948.

    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 25,768 shares
    Change vs previous 13F -1,332 shares

    0.01% of the 13F portfolio, value $856,543.

    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 27,100 shares
    Change vs previous 13F +219 shares

    0.01% of the 13F portfolio, value $865,304.

    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 26,881 shares
    Change vs previous 13F -2,260 shares

    0.01% of the 13F portfolio, value $850,231.

    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 29,141 shares
    Change vs previous 13F +1,106 shares

    0.01% of the 13F portfolio, value $902,205.

    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 28,035 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $912,259.

    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).