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Atria Investments, Inc: ZALT position timeline

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

Atria Investments, Inc held 159,650 ZALT 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 159,650 shares
    Change vs previous 13F +1,084 shares

    0.05% of the 13F portfolio, value $5,514,300.

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

  2. period ended2026-06-30
    13F 158,566 shares
    Change vs previous 13F -4,811 shares

    0.05% of the 13F portfolio, value $5,370,620.

    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 163,377 shares
    Change vs previous 13F +6,151 shares

    0.06% of the 13F portfolio, value $5,303,207.

    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 157,226 shares
    Change vs previous 13F -21,971 shares

    0.06% of the 13F portfolio, value $5,120,844.

    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 179,197 shares
    Change vs previous 13F +3,880 shares

    0.07% of the 13F portfolio, value $5,712,800.

    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 175,317 shares
    Change vs previous 13F -89,229 shares

    0.06% of the 13F portfolio, value $5,399,764.

    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 264,546 shares
    Change vs previous 13F +240,732 shares

    0.1% of the 13F portfolio, value $7,875,534.

    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 23,814 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $708,705.

    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).