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Atria Investments, Inc: PEP position timeline

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

Atria Investments, Inc held 96,935 PEP 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 96,935 shares
    Change vs previous 13F -8,017 shares

    0.13% of the 13F portfolio, value $13,125,045.

    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 104,952 shares
    Change vs previous 13F +5,107 shares

    0.18% of the 13F portfolio, value $16,297,930.

    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 99,845 shares
    Change vs previous 13F +2,660 shares

    0.16% of the 13F portfolio, value $14,329,709.

    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 97,185 shares
    Change vs previous 13F -9,931 shares

    0.16% of the 13F portfolio, value $13,648,690.

    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 107,116 shares
    Change vs previous 13F -14,083 shares

    0.17% of the 13F portfolio, value $14,143,616.

    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 121,199 shares
    Change vs previous 13F +19,666 shares

    0.23% of the 13F portfolio, value $18,172,563.

    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).

  7. period ended2024-12-31
    13F 101,533 shares
    Change vs previous 13F -10,754 shares

    0.19% of the 13F portfolio, value $15,439,053.

    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).

  8. period ended2024-09-30
    13F 112,287 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $19,094,456.

    13F-HR 0001535865-24-000019 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).