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Atria Investments, Inc: PAVE position timeline

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

Atria Investments, Inc held 23,826 PAVE 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 23,826 shares
    Change vs previous 13F -6,781 shares

    0.01% of the 13F portfolio, value $1,250,865.

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

  2. period ended2026-06-30
    13F 30,607 shares
    Change vs previous 13F +13,466 shares

    0.02% of the 13F portfolio, value $1,803,364.

    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 17,141 shares
    Change vs previous 13F -21,290 shares

    0.01% of the 13F portfolio, value $870,934.

    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 38,431 shares
    Change vs previous 13F +2,357 shares

    0.02% of the 13F portfolio, value $1,836,617.

    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 36,074 shares
    Change vs previous 13F +20,007 shares

    0.02% of the 13F portfolio, value $1,718,205.

    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 16,067 shares
    Change vs previous 13F -34,933 shares

    0.01% of the 13F portfolio, value $700,200.

    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 51,000 shares
    Change vs previous 13F +6,229 shares

    0.02% of the 13F portfolio, value $1,924,230.

    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 44,771 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,809,196.

    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).