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Disclosery

Atria Investments, Inc: PGR position timeline

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

Atria Investments, Inc held 37,868 PGR 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 37,868 shares
    Change vs previous 13F +617 shares

    0.08% of the 13F portfolio, value $7,850,511.

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

  2. period ended2026-06-30
    13F 37,251 shares
    Change vs previous 13F -1,011 shares

    0.08% of the 13F portfolio, value $8,137,575.

    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 38,262 shares
    Change vs previous 13F +2,594 shares

    0.08% of the 13F portfolio, value $7,584,975.

    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 35,668 shares
    Change vs previous 13F -554 shares

    0.09% of the 13F portfolio, value $8,122,388.

    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 36,222 shares
    Change vs previous 13F -331 shares

    0.1% of the 13F portfolio, value $8,944,980.

    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 36,553 shares
    Change vs previous 13F -10,073 shares

    0.12% of the 13F portfolio, value $9,754,600.

    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 46,626 shares
    Change vs previous 13F -8,753 shares

    0.17% of the 13F portfolio, value $13,195,504.

    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 55,379 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $13,269,246.

    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).