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Disclosery

Atria Investments, Inc: PALC position timeline

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

Atria Investments, Inc held 152,729 PALC 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 152,729 shares
    Change vs previous 13F +19,785 shares

    0.09% of the 13F portfolio, value $9,125,685.

    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 132,944 shares
    Change vs previous 13F +17,793 shares

    0.08% of the 13F portfolio, value $6,887,823.

    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 115,151 shares
    Change vs previous 13F -18,270 shares

    0.07% of the 13F portfolio, value $6,015,506.

    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 133,421 shares
    Change vs previous 13F +584 shares

    0.08% of the 13F portfolio, value $6,907,207.

    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 132,837 shares
    Change vs previous 13F -1,482 shares

    0.08% of the 13F portfolio, value $6,562,262.

    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 134,319 shares
    Change vs previous 13F +1,662 shares

    0.08% of the 13F portfolio, value $6,440,284.

    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 132,657 shares
    Change vs previous 13F +563 shares

    0.08% of the 13F portfolio, value $6,531,463.

    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 132,094 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $6,543,927.

    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).