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Disclosery

Atria Investments, Inc: POR position timeline

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

Atria Investments, Inc held 20,612 POR 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 20,612 shares
    Change vs previous 13F -3,795 shares

    0.01% of the 13F portfolio, value $919,908.

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

  2. period ended2026-06-30
    13F 24,407 shares
    Change vs previous 13F +2,174 shares

    0.01% of the 13F portfolio, value $1,265,004.

    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 22,233 shares
    Change vs previous 13F +8,503 shares

    0.01% of the 13F portfolio, value $1,173,226.

    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 13,730 shares
    Change vs previous 13F -223 shares

    0.01% of the 13F portfolio, value $658,899.

    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 13,953 shares
    Change vs previous 13F -9,625 shares

    0.01% of the 13F portfolio, value $613,933.

    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 23,578 shares
    Change vs previous 13F +4,127 shares

    0.01% of the 13F portfolio, value $957,989.

    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 19,451 shares
    Change vs previous 13F +10,424 shares

    0.01% of the 13F portfolio, value $867,495.

    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 9,027 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $393,759.

    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).