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Atria Investments, Inc: PFXF position timeline

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

Atria Investments, Inc held 79,689 PFXF 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 79,689 shares
    Change vs previous 13F +1,055 shares

    0.01% of the 13F portfolio, value $1,421,656.

    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 78,634 shares
    Change vs previous 13F -2,483 shares

    0.02% of the 13F portfolio, value $1,379,241.

    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 81,117 shares
    Change vs previous 13F +4,098 shares

    0.02% of the 13F portfolio, value $1,432,521.

    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 77,019 shares
    Change vs previous 13F +1,282 shares

    0.02% of the 13F portfolio, value $1,368,629.

    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 75,737 shares
    Change vs previous 13F +17,166 shares

    0.02% of the 13F portfolio, value $1,296,609.

    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 58,571 shares
    Change vs previous 13F +414 shares

    0.01% of the 13F portfolio, value $981,643.

    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 58,157 shares
    Change vs previous 13F +1,951 shares

    0.01% of the 13F portfolio, value $1,003,211.

    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 56,206 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,026,318.

    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).