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Atria Investments, Inc: RBA position timeline

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

Atria Investments, Inc held 32,632 RBA 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 32,632 shares
    Change vs previous 13F -2,188 shares

    0.04% of the 13F portfolio, value $3,799,946.

    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 34,820 shares
    Change vs previous 13F +384 shares

    0.04% of the 13F portfolio, value $3,337,480.

    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 34,436 shares
    Change vs previous 13F +11,453 shares

    0.04% of the 13F portfolio, value $3,542,482.

    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 22,983 shares
    Change vs previous 13F -7,198 shares

    0.03% of the 13F portfolio, value $2,490,424.

    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 30,181 shares
    Change vs previous 13F -9,329 shares

    0.04% of the 13F portfolio, value $3,204,898.

    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 39,510 shares
    Change vs previous 13F -8,793 shares

    0.05% of the 13F portfolio, value $3,962,833.

    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 48,303 shares
    Change vs previous 13F +10,725 shares

    0.05% of the 13F portfolio, value $4,357,410.

    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 37,578 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $3,024,661.

    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).