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Disclosery

Atria Investments, Inc: PTLC position timeline

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

Atria Investments, Inc held 13,846 PTLC 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 13,846 shares
    Change vs previous 13F -574 shares

    0.01% of the 13F portfolio, value $823,954.

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

  2. period ended2026-06-30
    13F 14,420 shares
    Change vs previous 13F +14,420 shares

    0.01% of the 13F portfolio, value $840,129.

    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 0 shares
    Change vs previous 13F -4,885 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  4. period ended2025-12-31
    13F 4,885 shares
    Change vs previous 13F -1,030 shares

    <0.01% of the 13F portfolio, value $271,508.

    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 5,915 shares
    Change vs previous 13F -18,334 shares

    <0.01% of the 13F portfolio, value $323,905.

    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 24,249 shares
    Change vs previous 13F +6,085 shares

    0.01% of the 13F portfolio, value $1,230,879.

    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 18,164 shares
    Change vs previous 13F +6,385 shares

    0.01% of the 13F portfolio, value $934,538.

    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 11,779 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $629,470.

    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).