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Disclosery

Atria Investments, Inc: PCG position timeline

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

Atria Investments, Inc held 39,159 PCG 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 39,159 shares
    Change vs previous 13F +6,172 shares

    0.01% of the 13F portfolio, value $658,647.

    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 32,987 shares
    Change vs previous 13F -11,376 shares

    0.01% of the 13F portfolio, value $579,582.

    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 44,363 shares
    Change vs previous 13F +10,543 shares

    0.01% of the 13F portfolio, value $712,906.

    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 33,820 shares
    Change vs previous 13F -35,139 shares

    0.01% of the 13F portfolio, value $510,011.

    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 68,959 shares
    Change vs previous 13F +27,642 shares

    0.01% of the 13F portfolio, value $961,295.

    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 41,317 shares
    Change vs previous 13F -2,093 shares

    0.01% of the 13F portfolio, value $709,825.

    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 43,410 shares
    Change vs previous 13F +2,828 shares

    0.01% of the 13F portfolio, value $876,013.

    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 40,582 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $802,306.

    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).