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Disclosery

Atria Investments, Inc: PUK position timeline

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

Atria Investments, Inc held 37,188 PUK 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 37,188 shares
    Change vs previous 13F +1,755 shares

    0.01% of the 13F portfolio, value $920,043.

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

  2. period ended2026-06-30
    13F 35,433 shares
    Change vs previous 13F +4,222 shares

    0.01% of the 13F portfolio, value $949,969.

    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 31,211 shares
    Change vs previous 13F -7,172 shares

    0.01% of the 13F portfolio, value $887,326.

    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 38,383 shares
    Change vs previous 13F -998 shares

    0.01% of the 13F portfolio, value $1,194,492.

    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 39,381 shares
    Change vs previous 13F -2,239 shares

    0.01% of the 13F portfolio, value $1,102,267.

    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 41,620 shares
    Change vs previous 13F -16,358 shares

    0.01% of the 13F portfolio, value $1,041,325.

    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 57,978 shares
    Change vs previous 13F +33,990 shares

    0.02% of the 13F portfolio, value $1,246,531.

    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 23,988 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $382,367.

    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).