Skip to content
Disclosery

Atria Investments, Inc: PPL position timeline

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

Atria Investments, Inc held 90,094 PPL 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 90,094 shares
    Change vs previous 13F -13,695 shares

    0.03% of the 13F portfolio, value $3,274,928.

    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 103,789 shares
    Change vs previous 13F +2,153 shares

    0.04% of the 13F portfolio, value $3,964,744.

    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 101,636 shares
    Change vs previous 13F +8,214 shares

    0.04% of the 13F portfolio, value $3,559,310.

    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 93,422 shares
    Change vs previous 13F +3,406 shares

    0.04% of the 13F portfolio, value $3,471,546.

    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 90,016 shares
    Change vs previous 13F -235 shares

    0.04% of the 13F portfolio, value $3,050,631.

    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 90,251 shares
    Change vs previous 13F +17,971 shares

    0.04% of the 13F portfolio, value $3,258,973.

    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 72,280 shares
    Change vs previous 13F +4,887 shares

    0.03% of the 13F portfolio, value $2,346,210.

    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 67,393 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,229,373.

    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).