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Disclosery

Atria Investments, Inc: ZWS position timeline

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

Atria Investments, Inc held 47,760 ZWS shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 47,760 shares
    Change vs previous 13F -14,453 shares

    0.02% of the 13F portfolio, value $2,413,333.

    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).

  2. period ended2026-03-31
    13F 62,213 shares
    Change vs previous 13F -7,519 shares

    0.03% of the 13F portfolio, value $2,789,646.

    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).

  3. period ended2025-12-31
    13F 69,732 shares
    Change vs previous 13F -10,810 shares

    0.04% of the 13F portfolio, value $3,241,858.

    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).

  4. period ended2025-09-30
    13F 80,542 shares
    Change vs previous 13F -3,506 shares

    0.04% of the 13F portfolio, value $3,787,877.

    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).

  5. period ended2025-06-30
    13F 84,048 shares
    Change vs previous 13F +806 shares

    0.04% of the 13F portfolio, value $3,073,620.

    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).

  6. period ended2025-03-31
    13F 83,242 shares
    Change vs previous 13F +4,308 shares

    0.04% of the 13F portfolio, value $2,745,335.

    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).

  7. period ended2024-12-31
    13F 78,934 shares
    Change vs previous 13F -2,936 shares

    0.04% of the 13F portfolio, value $2,944,250.

    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).

  8. period ended2024-09-30
    13F 81,870 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $2,942,415.

    13F-HR 0001535865-24-000019 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).