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Disclosery

Atria Investments, Inc: RECS position timeline

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

Atria Investments, Inc held 195,435 RECS 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 195,435 shares
    Change vs previous 13F +3,033 shares

    0.08% of the 13F portfolio, value $8,458,406.

    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 192,402 shares
    Change vs previous 13F -2,922 shares

    0.08% of the 13F portfolio, value $7,499,826.

    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 195,324 shares
    Change vs previous 13F -13,696 shares

    0.09% of the 13F portfolio, value $7,977,036.

    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 209,020 shares
    Change vs previous 13F +18,804 shares

    0.1% of the 13F portfolio, value $8,433,963.

    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 190,216 shares
    Change vs previous 13F +11,029 shares

    0.08% of the 13F portfolio, value $6,998,052.

    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 179,187 shares
    Change vs previous 13F -5,324 shares

    0.08% of the 13F portfolio, value $5,950,805.

    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 184,511 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $6,387,776.

    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).