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Disclosery

Atria Investments, Inc: PWS position timeline

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

Atria Investments, Inc held 12,696 PWS 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 12,696 shares
    Change vs previous 13F +203 shares

    <0.01% of the 13F portfolio, value $416,638.

    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 12,493 shares
    Change vs previous 13F -2,863 shares

    <0.01% of the 13F portfolio, value $399,943.

    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 15,356 shares
    Change vs previous 13F -628 shares

    0.01% of the 13F portfolio, value $496,364.

    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 15,984 shares
    Change vs previous 13F +1,821 shares

    0.01% of the 13F portfolio, value $514,330.

    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 14,163 shares
    Change vs previous 13F +25 shares

    0.01% of the 13F portfolio, value $429,572.

    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 14,138 shares
    Change vs previous 13F +45 shares

    0.01% of the 13F portfolio, value $435,701.

    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 14,093 shares
    Change vs previous 13F -926 shares

    0.01% of the 13F portfolio, value $428,512.

    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 15,019 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $474,589.

    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).