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Disclosery

Atria Investments, Inc: R position timeline

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

Atria Investments, Inc held 5,695 R 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 5,695 shares
    Change vs previous 13F +2,882 shares

    0.02% of the 13F portfolio, value $1,502,203.

    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 2,813 shares
    Change vs previous 13F -1,943 shares

    0.01% of the 13F portfolio, value $575,923.

    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 4,756 shares
    Change vs previous 13F +592 shares

    0.01% of the 13F portfolio, value $910,318.

    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 4,164 shares
    Change vs previous 13F +565 shares

    0.01% of the 13F portfolio, value $785,540.

    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 3,599 shares
    Change vs previous 13F +116 shares

    0.01% of the 13F portfolio, value $572,196.

    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 3,483 shares
    Change vs previous 13F -104 shares

    0.01% of the 13F portfolio, value $500,823.

    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 3,587 shares
    Change vs previous 13F -172 shares

    0.01% of the 13F portfolio, value $562,627.

    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 3,759 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $547,997.

    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).