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Disclosery

Atria Investments, Inc: PJUL position timeline

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

Atria Investments, Inc held 38,967 PJUL 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 38,967 shares
    Change vs previous 13F +348 shares

    0.02% of the 13F portfolio, value $1,935,881.

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

  2. period ended2026-06-30
    13F 38,619 shares
    Change vs previous 13F -1,224 shares

    0.02% of the 13F portfolio, value $1,884,993.

    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 39,843 shares
    Change vs previous 13F +1,055 shares

    0.02% of the 13F portfolio, value $1,831,483.

    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 38,788 shares
    Change vs previous 13F +2,592 shares

    0.02% of the 13F portfolio, value $1,800,927.

    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 36,196 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,650,538.

    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).