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Disclosery

Atria Investments, Inc: REG position timeline

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

Atria Investments, Inc held 3,941 REG 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 3,941 shares
    Change vs previous 13F -625 shares

    <0.01% of the 13F portfolio, value $314,251.

    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 4,566 shares
    Change vs previous 13F -145 shares

    <0.01% of the 13F portfolio, value $345,484.

    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 4,711 shares
    Change vs previous 13F -28 shares

    <0.01% of the 13F portfolio, value $325,199.

    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 4,739 shares
    Change vs previous 13F -108 shares

    <0.01% of the 13F portfolio, value $345,439.

    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 4,847 shares
    Change vs previous 13F +156 shares

    <0.01% of the 13F portfolio, value $345,256.

    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 4,691 shares
    Change vs previous 13F -664 shares

    <0.01% of the 13F portfolio, value $346,000.

    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 5,355 shares
    Change vs previous 13F -170 shares

    <0.01% of the 13F portfolio, value $395,860.

    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 5,525 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $399,093.

    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).