Skip to content
Disclosery

Atria Investments, Inc: P position timeline

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

Atria Investments, Inc held 11,564 P 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 11,564 shares
    Change vs previous 13F -391 shares

    0.01% of the 13F portfolio, value $1,512,340.

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

  2. period ended2026-06-30
    13F 11,955 shares
    Change vs previous 13F +830 shares

    0.01% of the 13F portfolio, value $941,934.

    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 11,125 shares
    Change vs previous 13F -2,453 shares

    0.01% of the 13F portfolio, value $656,820.

    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 13,578 shares
    Change vs previous 13F +2,924 shares

    0.01% of the 13F portfolio, value $909,862.

    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 10,654 shares
    Change vs previous 13F +5,277 shares

    0.01% of the 13F portfolio, value $892,912.

    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 5,377 shares
    Change vs previous 13F -1,610 shares

    <0.01% of the 13F portfolio, value $309,608.

    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 6,987 shares
    Change vs previous 13F -968 shares

    <0.01% of the 13F portfolio, value $309,314.

    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 7,955 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $488,676.

    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).