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Atria Investments, Inc

Position in ESN — Essential 40 Stock ETF

CIK 1535865 Charlotte, NC

Position in ESN

as of Mar 31, 2026 · filed May 5, 2026
Position Value
$10,659,734
+$2,335,465 QoQ
Shares Held
608,606
+25.5% QoQ
Ownership
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in ESN Over Time

Shares Held

Position Value (USD)

All Filings in ESN

Export CSV
6 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $10,659,734 608,606
2025-12-31 $8,324,269 485,069
2025-09-30 $7,080,548 415,038
2025-06-30 $4,776,027 297,813
2025-03-31 $2,604,333 169,774
2024-12-31 $216,494 14,566