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Disclosery

Atria Investments, Inc: PG position timeline

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

Atria Investments, Inc held 129,903 PG shares at 2026-09-30 per its 13F-HR filed 2026-10-15.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 129,903 shares
    Change vs previous 13F -2,684 shares

    0.18% of the 13F portfolio, value $18,872,357.

    13F-HR 0001535865-26-000012 filed by Atria Investments, Inc
    Accepted , ingested

  2. period ended2026-06-30
    13F 132,587 shares
    Change vs previous 13F -5,901 shares

    0.19% of the 13F portfolio, value $19,442,544.

    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).

  3. period ended2026-03-31
    13F 138,488 shares
    Change vs previous 13F +6,523 shares

    0.22% of the 13F portfolio, value $20,003,213.

    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).

  4. period ended2025-12-31
    13F 131,965 shares
    Change vs previous 13F -10,579 shares

    0.21% of the 13F portfolio, value $18,911,970.

    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).

  5. period ended2025-09-30
    13F 142,544 shares
    Change vs previous 13F -11,565 shares

    0.25% of the 13F portfolio, value $21,901,879.

    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).

  6. period ended2025-06-30
    13F 154,109 shares
    Change vs previous 13F -12,702 shares

    0.29% of the 13F portfolio, value $24,552,574.

    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).

  7. period ended2025-03-31
    13F 166,811 shares
    Change vs previous 13F -14,300 shares

    0.36% of the 13F portfolio, value $28,427,878.

    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).

  8. period ended2024-12-31
    13F 181,111 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $30,363,189.

    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).