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Atria Investments, Inc: RGP position timeline

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

Atria Investments, Inc held 40,496 RGP shares at 2026-09-30 per its 13F-HR filed 2026-10-15.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 40,496 shares
    Change vs previous 13F +14,712 shares

    <0.01% of the 13F portfolio, value $152,266.

    13F-HR 0001535865-26-000012 filed by Atria Investments, Inc
    Accepted , ingested

  2. period ended2026-06-30
    13F 25,784 shares
    Change vs previous 13F +6,839 shares

    <0.01% of the 13F portfolio, value $109,584.

    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).

  3. period ended2026-03-31
    13F 18,945 shares
    Change vs previous 13F -1,022 shares

    <0.01% of the 13F portfolio, value $70,666.

    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).

  4. period ended2025-12-31
    13F 19,967 shares
    Change vs previous 13F +9,737 shares

    <0.01% of the 13F portfolio, value $100,635.

    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).

  5. period ended2025-09-30
    13F 10,230 shares
    Change vs previous 13F -2,740 shares

    <0.01% of the 13F portfolio, value $51,662.

    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).

  6. period ended2025-06-30
    13F 12,970 shares
    Change vs previous 13F -8,465 shares

    <0.01% of the 13F portfolio, value $69,649.

    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).

  7. period ended2025-03-31
    13F 21,435 shares
    Change vs previous 13F +56 shares

    <0.01% of the 13F portfolio, value $140,185.

    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).

  8. period ended2024-12-31
    13F 21,379 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $182,363.

    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).