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Disclosery

Atria Investments, Inc: PFF position timeline

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

Atria Investments, Inc held 119,435 PFF 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 119,435 shares
    Change vs previous 13F +37,730 shares

    0.04% of the 13F portfolio, value $3,641,564.

    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 81,705 shares
    Change vs previous 13F +343 shares

    0.03% of the 13F portfolio, value $2,477,307.

    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 81,362 shares
    Change vs previous 13F +2,892 shares

    0.03% of the 13F portfolio, value $2,518,974.

    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 78,470 shares
    Change vs previous 13F +3,272 shares

    0.03% of the 13F portfolio, value $2,481,224.

    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 75,198 shares
    Change vs previous 13F +2,399 shares

    0.03% of the 13F portfolio, value $2,307,075.

    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 72,799 shares
    Change vs previous 13F +3,883 shares

    0.03% of the 13F portfolio, value $2,237,117.

    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 68,916 shares
    Change vs previous 13F -41,687 shares

    0.03% of the 13F portfolio, value $2,166,724.

    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 110,603 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $3,675,347.

    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).