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Disclosery

Atria Investments, Inc: WTM position timeline

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

Atria Investments, Inc held 357 WTM 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 357 shares
    Change vs previous 13F +8 shares

    0.01% of the 13F portfolio, value $716,626.

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

  2. period ended2026-06-30
    13F 349 shares
    Change vs previous 13F +123 shares

    0.01% of the 13F portfolio, value $723,932.

    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 226 shares
    Change vs previous 13F +17 shares

    0.01% of the 13F portfolio, value $496,623.

    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 209 shares
    Change vs previous 13F +22 shares

    <0.01% of the 13F portfolio, value $434,410.

    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 187 shares
    Change vs previous 13F -82 shares

    <0.01% of the 13F portfolio, value $312,656.

    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 269 shares
    Change vs previous 13F -340 shares

    0.01% of the 13F portfolio, value $483,137.

    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 609 shares
    Change vs previous 13F -24 shares

    0.02% of the 13F portfolio, value $1,172,379.

    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 633 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,230,431.

    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).