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Atria Investments, Inc: PFE position timeline

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

Atria Investments, Inc held 336,804 PFE 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 336,804 shares
    Change vs previous 13F -11,617 shares

    0.08% of the 13F portfolio, value $8,110,252.

    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 348,421 shares
    Change vs previous 13F -8,366 shares

    0.11% of the 13F portfolio, value $9,783,664.

    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 356,787 shares
    Change vs previous 13F -32,349 shares

    0.1% of the 13F portfolio, value $8,884,000.

    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 389,136 shares
    Change vs previous 13F +13,592 shares

    0.11% of the 13F portfolio, value $9,915,176.

    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 375,544 shares
    Change vs previous 13F +59,750 shares

    0.11% of the 13F portfolio, value $9,103,184.

    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 315,794 shares
    Change vs previous 13F +48,647 shares

    0.1% of the 13F portfolio, value $8,002,219.

    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 267,147 shares
    Change vs previous 13F -33,283 shares

    0.09% of the 13F portfolio, value $7,087,413.

    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 300,430 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $8,694,439.

    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).