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Disclosery

Atria Investments, Inc: LPLA position timeline

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

Atria Investments, Inc held 12,538 LPLA 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 12,538 shares
    Change vs previous 13F -1,822 shares

    0.04% of the 13F portfolio, value $3,531,694.

    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 14,360 shares
    Change vs previous 13F -1,947 shares

    0.05% of the 13F portfolio, value $4,319,786.

    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 16,307 shares
    Change vs previous 13F -1,055 shares

    0.07% of the 13F portfolio, value $5,824,548.

    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 17,362 shares
    Change vs previous 13F -2,748 shares

    0.07% of the 13F portfolio, value $5,776,063.

    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 20,110 shares
    Change vs previous 13F +111 shares

    0.09% of the 13F portfolio, value $7,540,568.

    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 19,999 shares
    Change vs previous 13F +4,205 shares

    0.08% of the 13F portfolio, value $6,542,427.

    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 15,794 shares
    Change vs previous 13F +336 shares

    0.06% of the 13F portfolio, value $5,156,919.

    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 15,458 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $3,596,071.

    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).