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Atria Investments, Inc: PBH position timeline

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

Atria Investments, Inc held 17,098 PBH 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 17,098 shares
    Change vs previous 13F +2,703 shares

    0.01% of the 13F portfolio, value $808,222.

    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 14,395 shares
    Change vs previous 13F -780 shares

    0.01% of the 13F portfolio, value $853,192.

    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 15,175 shares
    Change vs previous 13F -3,674 shares

    0.01% of the 13F portfolio, value $936,146.

    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 18,849 shares
    Change vs previous 13F +1,861 shares

    0.01% of the 13F portfolio, value $1,176,178.

    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 16,988 shares
    Change vs previous 13F +2,186 shares

    0.02% of the 13F portfolio, value $1,356,492.

    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 14,802 shares
    Change vs previous 13F -7,451 shares

    0.02% of the 13F portfolio, value $1,272,528.

    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 22,253 shares
    Change vs previous 13F +4,570 shares

    0.02% of the 13F portfolio, value $1,737,737.

    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 17,683 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,274,944.

    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).