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Disclosery

Atria Investments, Inc: WST position timeline

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

Atria Investments, Inc held 9,238 WST 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 9,238 shares
    Change vs previous 13F +2,368 shares

    0.03% of the 13F portfolio, value $3,316,507.

    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 6,870 shares
    Change vs previous 13F -374 shares

    0.02% of the 13F portfolio, value $1,721,939.

    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 7,244 shares
    Change vs previous 13F -412 shares

    0.02% of the 13F portfolio, value $1,993,013.

    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 7,656 shares
    Change vs previous 13F +887 shares

    0.02% of the 13F portfolio, value $2,008,429.

    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 6,769 shares
    Change vs previous 13F -471 shares

    0.02% of the 13F portfolio, value $1,481,127.

    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 ended2025-03-31
    13F 7,240 shares
    Change vs previous 13F -1,428 shares

    0.02% of the 13F portfolio, value $1,620,986.

    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).

  7. period ended2024-12-31
    13F 8,668 shares
    Change vs previous 13F -406 shares

    0.04% of the 13F portfolio, value $2,839,261.

    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).

  8. period ended2024-09-30
    13F 9,074 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,723,593.

    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).