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Disclosery

Atria Investments, Inc: PEG position timeline

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

Atria Investments, Inc held 27,467 PEG 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 27,467 shares
    Change vs previous 13F +2,993 shares

    0.02% of the 13F portfolio, value $1,849,651.

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

  2. period ended2026-06-30
    13F 24,474 shares
    Change vs previous 13F -783 shares

    0.02% of the 13F portfolio, value $1,986,318.

    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 25,257 shares
    Change vs previous 13F -1,320 shares

    0.02% of the 13F portfolio, value $2,044,533.

    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 26,577 shares
    Change vs previous 13F -8,934 shares

    0.02% of the 13F portfolio, value $2,134,159.

    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 35,511 shares
    Change vs previous 13F -4,572 shares

    0.03% of the 13F portfolio, value $2,963,769.

    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 40,083 shares
    Change vs previous 13F -13,894 shares

    0.04% of the 13F portfolio, value $3,374,197.

    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 53,977 shares
    Change vs previous 13F -4,713 shares

    0.06% of the 13F portfolio, value $4,442,296.

    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 58,690 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $4,958,736.

    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).