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Atria Investments, Inc: PM position timeline

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

Atria Investments, Inc held 176,615 PM 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 176,615 shares
    Change vs previous 13F -13,369 shares

    0.32% of the 13F portfolio, value $31,951,382.

    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 189,984 shares
    Change vs previous 13F +6,602 shares

    0.35% of the 13F portfolio, value $31,412,026.

    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 183,382 shares
    Change vs previous 13F +1,890 shares

    0.33% of the 13F portfolio, value $29,414,532.

    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 181,492 shares
    Change vs previous 13F +6,387 shares

    0.34% of the 13F portfolio, value $29,438,046.

    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 175,105 shares
    Change vs previous 13F +6,697 shares

    0.38% of the 13F portfolio, value $31,891,806.

    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 168,408 shares
    Change vs previous 13F +33,522 shares

    0.34% of the 13F portfolio, value $26,731,444.

    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 134,886 shares
    Change vs previous 13F -1,316 shares

    0.2% of the 13F portfolio, value $16,233,499.

    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 136,202 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $16,534,872.

    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).