Skip to content
Disclosery

Atria Investments, Inc: PSX position timeline

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

Atria Investments, Inc held 19,061 PSX 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 19,061 shares
    Change vs previous 13F +648 shares

    0.03% of the 13F portfolio, value $3,222,298.

    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 18,413 shares
    Change vs previous 13F +709 shares

    0.04% of the 13F portfolio, value $3,354,494.

    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 17,704 shares
    Change vs previous 13F +80 shares

    0.03% of the 13F portfolio, value $2,284,497.

    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 17,624 shares
    Change vs previous 13F -3,532 shares

    0.03% of the 13F portfolio, value $2,397,258.

    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 21,156 shares
    Change vs previous 13F -2,445 shares

    0.03% of the 13F portfolio, value $2,523,859.

    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 23,601 shares
    Change vs previous 13F +4,348 shares

    0.04% of the 13F portfolio, value $2,914,240.

    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 19,253 shares
    Change vs previous 13F -6,232 shares

    0.03% of the 13F portfolio, value $2,193,532.

    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 25,485 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $3,349,997.

    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).