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Atria Investments, Inc: PVAL position timeline

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

Atria Investments, Inc held 397,686 PVAL 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 397,686 shares
    Change vs previous 13F +4,897 shares

    0.2% of the 13F portfolio, value $20,262,077.

    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 392,789 shares
    Change vs previous 13F +164,503 shares

    0.2% of the 13F portfolio, value $18,225,405.

    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 228,286 shares
    Change vs previous 13F +12,377 shares

    0.12% of the 13F portfolio, value $10,402,999.

    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 215,909 shares
    Change vs previous 13F -22,936 shares

    0.11% of the 13F portfolio, value $9,223,624.

    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 238,845 shares
    Change vs previous 13F +99,686 shares

    0.11% of the 13F portfolio, value $9,608,724.

    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 139,159 shares
    Change vs previous 13F -20,432 shares

    0.07% of the 13F portfolio, value $5,299,191.

    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 159,591 shares
    Change vs previous 13F -19,384 shares

    0.07% of the 13F portfolio, value $5,924,034.

    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 178,975 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $6,790,311.

    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).