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Disclosery

Atria Investments, Inc: WSO position timeline

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

Atria Investments, Inc held 8,134 WSO 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 8,134 shares
    Change vs previous 13F +1,396 shares

    0.02% of the 13F portfolio, value $2,462,169.

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

  2. period ended2026-06-30
    13F 6,738 shares
    Change vs previous 13F -1,402 shares

    0.03% of the 13F portfolio, value $2,807,836.

    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 8,140 shares
    Change vs previous 13F +613 shares

    0.03% of the 13F portfolio, value $2,961,219.

    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 7,527 shares
    Change vs previous 13F -886 shares

    0.03% of the 13F portfolio, value $2,536,187.

    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 8,413 shares
    Change vs previous 13F -839 shares

    0.04% of the 13F portfolio, value $3,401,189.

    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 9,252 shares
    Change vs previous 13F +600 shares

    0.05% of the 13F portfolio, value $4,085,765.

    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 8,652 shares
    Change vs previous 13F +362 shares

    0.06% of the 13F portfolio, value $4,397,959.

    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 8,290 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $3,928,432.

    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).