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Disclosery

Atria Investments, Inc: PFGC position timeline

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

Atria Investments, Inc held 12,567 PFGC 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 12,567 shares
    Change vs previous 13F +85 shares

    0.01% of the 13F portfolio, value $1,404,865.

    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 12,482 shares
    Change vs previous 13F +1,026 shares

    0.01% of the 13F portfolio, value $1,069,208.

    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 11,456 shares
    Change vs previous 13F -771 shares

    0.01% of the 13F portfolio, value $1,030,124.

    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 12,227 shares
    Change vs previous 13F -1,371 shares

    0.01% of the 13F portfolio, value $1,272,097.

    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 13,598 shares
    Change vs previous 13F -1,866 shares

    0.01% of the 13F portfolio, value $1,189,417.

    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 15,464 shares
    Change vs previous 13F -2,593 shares

    0.02% of the 13F portfolio, value $1,215,934.

    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 18,057 shares
    Change vs previous 13F -923 shares

    0.02% of the 13F portfolio, value $1,526,719.

    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 18,980 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,487,463.

    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).