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Disclosery

Atria Investments, Inc: PTEN position timeline

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

Atria Investments, Inc held 67,430 PTEN 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 67,430 shares
    Change vs previous 13F +4,250 shares

    0.01% of the 13F portfolio, value $736,338.

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

  2. period ended2026-06-30
    13F 63,180 shares
    Change vs previous 13F +7,362 shares

    0.01% of the 13F portfolio, value $579,994.

    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 55,818 shares
    Change vs previous 13F +17,535 shares

    0.01% of the 13F portfolio, value $604,511.

    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 38,283 shares
    Change vs previous 13F +962 shares

    <0.01% of the 13F portfolio, value $233,911.

    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 37,321 shares
    Change vs previous 13F +978 shares

    <0.01% of the 13F portfolio, value $193,324.

    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 36,343 shares
    Change vs previous 13F +4,337 shares

    <0.01% of the 13F portfolio, value $215,516.

    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 32,006 shares
    Change vs previous 13F -2,825 shares

    <0.01% of the 13F portfolio, value $263,087.

    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 34,831 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $287,702.

    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).