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Disclosery

Atria Investments, Inc: PRM position timeline

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

Atria Investments, Inc held 21,174 PRM 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 21,174 shares
    Change vs previous 13F +6,430 shares

    0.01% of the 13F portfolio, value $754,853.

    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 14,744 shares
    Change vs previous 13F -10,863 shares

    <0.01% of the 13F portfolio, value $360,048.

    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 25,607 shares
    Change vs previous 13F +4,926 shares

    0.01% of the 13F portfolio, value $704,961.

    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 20,681 shares
    Change vs previous 13F -6,347 shares

    0.01% of the 13F portfolio, value $463,048.

    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 27,028 shares
    Change vs previous 13F +13,863 shares

    <0.01% of the 13F portfolio, value $376,230.

    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 13,165 shares
    Change vs previous 13F +1,916 shares

    <0.01% of the 13F portfolio, value $132,572.

    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 11,249 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $143,762.

    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).