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Disclosery

Atria Investments, Inc: WTFC position timeline

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

Atria Investments, Inc held 10,696 WTFC 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 10,696 shares
    Change vs previous 13F +258 shares

    0.02% of the 13F portfolio, value $1,719,120.

    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 10,438 shares
    Change vs previous 13F -78 shares

    0.02% of the 13F portfolio, value $1,450,205.

    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 10,516 shares
    Change vs previous 13F +24 shares

    0.02% of the 13F portfolio, value $1,470,366.

    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 10,492 shares
    Change vs previous 13F -1,308 shares

    0.02% of the 13F portfolio, value $1,389,559.

    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 11,800 shares
    Change vs previous 13F +2,751 shares

    0.02% of the 13F portfolio, value $1,462,918.

    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 9,049 shares
    Change vs previous 13F -1,877 shares

    0.01% of the 13F portfolio, value $1,017,666.

    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 10,926 shares
    Change vs previous 13F +2,804 shares

    0.02% of the 13F portfolio, value $1,362,636.

    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 8,122 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $881,463.

    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).