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Disclosery

Atria Investments, Inc: GTY position timeline

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

Atria Investments, Inc held 10,078 GTY 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 10,078 shares
    Change vs previous 13F -357 shares

    <0.01% of the 13F portfolio, value $336,218.

    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 10,435 shares
    Change vs previous 13F -1,091 shares

    <0.01% of the 13F portfolio, value $331,827.

    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 11,526 shares
    Change vs previous 13F +2,214 shares

    <0.01% of the 13F portfolio, value $315,456.

    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 9,312 shares
    Change vs previous 13F -1,257 shares

    <0.01% of the 13F portfolio, value $249,830.

    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 10,569 shares
    Change vs previous 13F +36 shares

    <0.01% of the 13F portfolio, value $292,119.

    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 10,533 shares
    Change vs previous 13F -363 shares

    <0.01% of the 13F portfolio, value $328,427.

    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 10,896 shares
    Change vs previous 13F +252 shares

    <0.01% of the 13F portfolio, value $328,301.

    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 10,644 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $338,575.

    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).