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Disclosery

Atria Investments, Inc: RBC position timeline

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

Atria Investments, Inc held 5,929 RBC 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 5,929 shares
    Change vs previous 13F -250 shares

    0.04% of the 13F portfolio, value $3,818,632.

    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 6,179 shares
    Change vs previous 13F +330 shares

    0.04% of the 13F portfolio, value $3,355,938.

    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 5,849 shares
    Change vs previous 13F -213 shares

    0.03% of the 13F portfolio, value $2,622,867.

    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 6,062 shares
    Change vs previous 13F -435 shares

    0.03% of the 13F portfolio, value $2,365,938.

    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 6,497 shares
    Change vs previous 13F -1,217 shares

    0.03% of the 13F portfolio, value $2,500,046.

    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 7,714 shares
    Change vs previous 13F +186 shares

    0.03% of the 13F portfolio, value $2,482,134.

    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 7,528 shares
    Change vs previous 13F +251 shares

    0.03% of the 13F portfolio, value $2,251,926.

    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 7,277 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,178,588.

    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).