Skip to content
Disclosery

Atria Investments, Inc: PEB position timeline

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

Atria Investments, Inc held 29,810 PEB 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 29,810 shares
    Change vs previous 13F +388 shares

    0.01% of the 13F portfolio, value $559,241.

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

  2. period ended2026-06-30
    13F 29,422 shares
    Change vs previous 13F -2,338 shares

    0.01% of the 13F portfolio, value $571,080.

    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 31,760 shares
    Change vs previous 13F -4,797 shares

    <0.01% of the 13F portfolio, value $401,125.

    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 36,557 shares
    Change vs previous 13F +2,333 shares

    <0.01% of the 13F portfolio, value $413,827.

    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 34,224 shares
    Change vs previous 13F -2,370 shares

    <0.01% of the 13F portfolio, value $389,808.

    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 36,594 shares
    Change vs previous 13F -1,760 shares

    <0.01% of the 13F portfolio, value $365,576.

    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 38,354 shares
    Change vs previous 13F -981 shares

    <0.01% of the 13F portfolio, value $388,526.

    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 39,335 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $532,995.

    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).