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Disclosery

Atria Investments, Inc: PTBD position timeline

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

Atria Investments, Inc held 39,305 PTBD 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 39,305 shares
    Change vs previous 13F +1,653 shares

    0.01% of the 13F portfolio, value $721,631.

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

  2. period ended2026-06-30
    13F 37,652 shares
    Change vs previous 13F +1,296 shares

    0.01% of the 13F portfolio, value $721,793.

    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 36,356 shares
    Change vs previous 13F -3,864 shares

    0.01% of the 13F portfolio, value $690,036.

    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 40,220 shares
    Change vs previous 13F -2,911 shares

    0.01% of the 13F portfolio, value $780,277.

    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 43,131 shares
    Change vs previous 13F -4,366 shares

    0.01% of the 13F portfolio, value $855,292.

    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 47,497 shares
    Change vs previous 13F -208,393 shares

    0.01% of the 13F portfolio, value $938,064.

    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 255,890 shares
    Change vs previous 13F +7,817 shares

    0.07% of the 13F portfolio, value $5,133,149.

    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 248,073 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $4,961,469.

    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).