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Disclosery

Atria Investments, Inc: PCTY position timeline

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

Atria Investments, Inc held 4,976 PCTY 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 4,976 shares
    Change vs previous 13F +1,414 shares

    0.01% of the 13F portfolio, value $709,428.

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

  2. period ended2026-06-30
    13F 3,562 shares
    Change vs previous 13F -1,478 shares

    <0.01% of the 13F portfolio, value $372,336.

    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 5,040 shares
    Change vs previous 13F +2,677 shares

    0.01% of the 13F portfolio, value $544,522.

    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 2,363 shares
    Change vs previous 13F -646 shares

    <0.01% of the 13F portfolio, value $360,281.

    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 3,009 shares
    Change vs previous 13F -482 shares

    0.01% of the 13F portfolio, value $479,164.

    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 3,491 shares
    Change vs previous 13F +8 shares

    0.01% of the 13F portfolio, value $632,444.

    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 3,483 shares
    Change vs previous 13F -305 shares

    0.01% of the 13F portfolio, value $652,412.

    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 3,788 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $755,493.

    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).