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Atria Investments, Inc: PLMR position timeline

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

Atria Investments, Inc held 2,978 PLMR shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,978 shares
    Change vs previous 13F -172 shares

    <0.01% of the 13F portfolio, value $376,389.

    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).

  2. period ended2026-03-31
    13F 3,150 shares
    Change vs previous 13F -265 shares

    <0.01% of the 13F portfolio, value $376,425.

    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).

  3. period ended2025-12-31
    13F 3,415 shares
    Change vs previous 13F +716 shares

    0.01% of the 13F portfolio, value $460,205.

    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).

  4. period ended2025-09-30
    13F 2,699 shares
    Change vs previous 13F -543 shares

    <0.01% of the 13F portfolio, value $315,108.

    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).

  5. period ended2025-06-30
    13F 3,242 shares
    Change vs previous 13F +600 shares

    0.01% of the 13F portfolio, value $500,001.

    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).

  6. period ended2025-03-31
    13F 2,642 shares
    Change vs previous 13F -228 shares

    <0.01% of the 13F portfolio, value $362,165.

    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).

  7. period ended2024-12-31
    13F 2,870 shares
    Change vs previous 13F +11 shares

    <0.01% of the 13F portfolio, value $303,043.

    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).

  8. period ended2024-09-30
    13F 2,859 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $270,662.

    13F-HR 0001535865-24-000019 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).