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Atria Investments, Inc: PEGA position timeline

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

Atria Investments, Inc held 11,390 PEGA 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 11,390 shares
    Change vs previous 13F -5,272 shares

    <0.01% of the 13F portfolio, value $341,356.

    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 16,662 shares
    Change vs previous 13F +105 shares

    0.01% of the 13F portfolio, value $709,146.

    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 16,557 shares
    Change vs previous 13F +8,106 shares

    0.01% of the 13F portfolio, value $988,769.

    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 8,451 shares
    Change vs previous 13F -537 shares

    0.01% of the 13F portfolio, value $485,948.

    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 8,988 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $486,494.

    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).