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Atria Investments, Inc: WTV position timeline

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

Atria Investments, Inc held 8,376 WTV 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 8,376 shares
    Change vs previous 13F +3,458 shares

    0.01% of the 13F portfolio, value $858,014.

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

  2. period ended2026-06-30
    13F 4,918 shares
    Change vs previous 13F -195 shares

    0.01% of the 13F portfolio, value $500,291.

    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 5,113 shares
    Change vs previous 13F +374 shares

    0.01% of the 13F portfolio, value $484,397.

    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 4,739 shares
    Change vs previous 13F -5,986 shares

    0.01% of the 13F portfolio, value $442,103.

    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 10,725 shares
    Change vs previous 13F +6,849 shares

    0.01% of the 13F portfolio, value $976,103.

    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 3,876 shares
    Change vs previous 13F -29,378 shares

    <0.01% of the 13F portfolio, value $334,870.

    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 33,254 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $2,732,512.

    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).