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Disclosery

Atria Investments, Inc: PHO position timeline

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

Atria Investments, Inc held 464,792 PHO 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 464,792 shares
    Change vs previous 13F +6,025 shares

    0.31% of the 13F portfolio, value $31,526,859.

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

  2. period ended2026-06-30
    13F 458,767 shares
    Change vs previous 13F +104,795 shares

    0.32% of the 13F portfolio, value $31,691,645.

    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 353,972 shares
    Change vs previous 13F +308,379 shares

    0.26% of the 13F portfolio, value $23,666,576.

    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 45,593 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $3,210,182.

    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).