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Atria Investments, Inc: RJF position timeline

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

Atria Investments, Inc held 18,380 RJF 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 18,380 shares
    Change vs previous 13F -716 shares

    0.03% of the 13F portfolio, value $2,794,247.

    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 19,096 shares
    Change vs previous 13F -1,427 shares

    0.03% of the 13F portfolio, value $2,764,847.

    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 20,523 shares
    Change vs previous 13F -979 shares

    0.04% of the 13F portfolio, value $3,295,753.

    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 21,502 shares
    Change vs previous 13F -3,684 shares

    0.04% of the 13F portfolio, value $3,711,233.

    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 25,186 shares
    Change vs previous 13F -183 shares

    0.05% of the 13F portfolio, value $3,862,812.

    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 25,369 shares
    Change vs previous 13F -1,266 shares

    0.05% of the 13F portfolio, value $3,523,942.

    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 26,635 shares
    Change vs previous 13F -4,847 shares

    0.05% of the 13F portfolio, value $4,137,223.

    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 31,482 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $3,855,308.

    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).