Skip to content
Disclosery

Atria Investments, Inc: PRVA position timeline

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

Atria Investments, Inc held 15,568 PRVA 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 15,568 shares
    Change vs previous 13F +34 shares

    <0.01% of the 13F portfolio, value $400,565.

    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 15,534 shares
    Change vs previous 13F -4,287 shares

    <0.01% of the 13F portfolio, value $319,534.

    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 19,821 shares
    Change vs previous 13F +2,159 shares

    0.01% of the 13F portfolio, value $469,956.

    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 17,662 shares
    Change vs previous 13F +386 shares

    0.01% of the 13F portfolio, value $439,784.

    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 17,276 shares
    Change vs previous 13F +1,033 shares

    <0.01% of the 13F portfolio, value $397,348.

    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 16,243 shares
    Change vs previous 13F +2,229 shares

    <0.01% of the 13F portfolio, value $364,655.

    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 14,014 shares
    Change vs previous 13F +1,494 shares

    <0.01% of the 13F portfolio, value $273,974.

    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 12,520 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $227,989.

    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).