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Disclosery

Atria Investments, Inc: XYZ position timeline

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

Atria Investments, Inc held 41,940 XYZ 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 41,940 shares
    Change vs previous 13F +9,046 shares

    0.03% of the 13F portfolio, value $3,083,822.

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

  2. period ended2026-06-30
    13F 32,894 shares
    Change vs previous 13F +858 shares

    0.03% of the 13F portfolio, value $2,499,917.

    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 32,036 shares
    Change vs previous 13F +3,122 shares

    0.02% of the 13F portfolio, value $1,927,926.

    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 28,914 shares
    Change vs previous 13F -4,920 shares

    0.02% of the 13F portfolio, value $1,882,012.

    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 33,834 shares
    Change vs previous 13F -384 shares

    0.03% of the 13F portfolio, value $2,445,183.

    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 34,218 shares
    Change vs previous 13F -1,501 shares

    0.03% of the 13F portfolio, value $2,324,429.

    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 35,719 shares
    Change vs previous 13F +716 shares

    0.02% of the 13F portfolio, value $1,940,613.

    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 35,003 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $2,974,905.

    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).