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Disclosery

Atria Investments, Inc: PATK position timeline

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

Atria Investments, Inc held 3,555 PATK 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 3,555 shares
    Change vs previous 13F -969 shares

    <0.01% of the 13F portfolio, value $319,203.

    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 4,524 shares
    Change vs previous 13F +207 shares

    0.01% of the 13F portfolio, value $502,504.

    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 4,317 shares
    Change vs previous 13F +337 shares

    0.01% of the 13F portfolio, value $468,124.

    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 3,980 shares
    Change vs previous 13F +174 shares

    <0.01% of the 13F portfolio, value $411,636.

    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 3,806 shares
    Change vs previous 13F +112 shares

    <0.01% of the 13F portfolio, value $351,143.

    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 3,694 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $312,375.

    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).