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Disclosery

Atria Investments, Inc: YORW position timeline

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

Atria Investments, Inc held 21,471 YORW 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 21,471 shares
    Change vs previous 13F +3,311 shares

    0.01% of the 13F portfolio, value $657,431.

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

  2. period ended2026-06-30
    13F 18,160 shares
    Change vs previous 13F +7,566 shares

    0.01% of the 13F portfolio, value $556,595.

    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 10,594 shares
    Change vs previous 13F +255 shares

    <0.01% of the 13F portfolio, value $322,588.

    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 10,339 shares
    Change vs previous 13F -243 shares

    <0.01% of the 13F portfolio, value $329,201.

    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 10,582 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $321,912.

    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).