Skip to content
Disclosery

Atria Investments, Inc: PH position timeline

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

Atria Investments, Inc held 19,376 PH 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 19,376 shares
    Change vs previous 13F -225 shares

    0.18% of the 13F portfolio, value $18,511,818.

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

  2. period ended2026-06-30
    13F 19,601 shares
    Change vs previous 13F -307 shares

    0.19% of the 13F portfolio, value $19,172,139.

    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 19,908 shares
    Change vs previous 13F -1,357 shares

    0.2% of the 13F portfolio, value $17,822,463.

    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 21,265 shares
    Change vs previous 13F -420 shares

    0.21% of the 13F portfolio, value $18,691,418.

    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 21,685 shares
    Change vs previous 13F -1,080 shares

    0.19% of the 13F portfolio, value $16,440,584.

    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 22,765 shares
    Change vs previous 13F -266 shares

    0.19% of the 13F portfolio, value $15,900,484.

    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 23,031 shares
    Change vs previous 13F -4,152 shares

    0.18% of the 13F portfolio, value $13,999,552.

    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 27,183 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $17,289,075.

    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).