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Disclosery

Atria Investments, Inc: YLD position timeline

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

Atria Investments, Inc held 44,900 YLD 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 44,900 shares
    Change vs previous 13F +10,024 shares

    0.01% of the 13F portfolio, value $828,407.

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

  2. period ended2026-06-30
    13F 34,876 shares
    Change vs previous 13F +4,588 shares

    0.01% of the 13F portfolio, value $665,441.

    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 30,288 shares
    Change vs previous 13F +3,406 shares

    0.01% of the 13F portfolio, value $574,252.

    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 26,882 shares
    Change vs previous 13F +11,202 shares

    0.01% of the 13F portfolio, value $510,895.

    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 15,680 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $304,971.

    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).