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Disclosery

Atria Investments, Inc: YALA position timeline

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

Atria Investments, Inc held 58,943 YALA 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 58,943 shares
    Change vs previous 13F +13,777 shares

    <0.01% of the 13F portfolio, value $316,524.

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

  2. period ended2026-06-30
    13F 45,166 shares
    Change vs previous 13F +94 shares

    <0.01% of the 13F portfolio, value $247,961.

    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 45,072 shares
    Change vs previous 13F +15,190 shares

    <0.01% of the 13F portfolio, value $280,799.

    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 29,882 shares
    Change vs previous 13F +13,290 shares

    <0.01% of the 13F portfolio, value $207,381.

    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 16,592 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $124,606.

    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).