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Disclosery

Atria Investments, Inc: PDEC position timeline

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

Atria Investments, Inc held 104,353 PDEC 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 104,353 shares
    Change vs previous 13F +49,843 shares

    0.05% of the 13F portfolio, value $4,788,759.

    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 54,510 shares
    Change vs previous 13F -53,041 shares

    0.03% of the 13F portfolio, value $2,316,675.

    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 107,551 shares
    Change vs previous 13F -36,186 shares

    0.05% of the 13F portfolio, value $4,665,562.

    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 143,737 shares
    Change vs previous 13F +3,355 shares

    0.07% of the 13F portfolio, value $6,039,829.

    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 140,382 shares
    Change vs previous 13F +31,206 shares

    0.07% of the 13F portfolio, value $5,616,684.

    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 109,176 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $4,105,018.

    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).