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Disclosery

Atria Investments, Inc: RCL position timeline

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

Atria Investments, Inc held 7,225 RCL 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 7,225 shares
    Change vs previous 13F +1,699 shares

    0.02% of the 13F portfolio, value $2,294,240.

    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 5,526 shares
    Change vs previous 13F -5,943 shares

    0.02% of the 13F portfolio, value $1,520,532.

    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 11,469 shares
    Change vs previous 13F -3,547 shares

    0.04% of the 13F portfolio, value $3,198,882.

    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 15,016 shares
    Change vs previous 13F -1,095 shares

    0.06% of the 13F portfolio, value $4,858,844.

    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 16,111 shares
    Change vs previous 13F -1,418 shares

    0.06% of the 13F portfolio, value $5,044,914.

    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 17,529 shares
    Change vs previous 13F +4,383 shares

    0.05% of the 13F portfolio, value $3,601,175.

    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 13,146 shares
    Change vs previous 13F +1,054 shares

    0.04% of the 13F portfolio, value $3,032,631.

    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 12,092 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,144,637.

    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).