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Disclosery

Atria Investments, Inc: RLI position timeline

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

Atria Investments, Inc held 18,393 RLI 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 18,393 shares
    Change vs previous 13F -3,817 shares

    0.01% of the 13F portfolio, value $1,086,499.

    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 22,210 shares
    Change vs previous 13F +316 shares

    0.01% of the 13F portfolio, value $1,266,836.

    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 21,894 shares
    Change vs previous 13F +5,856 shares

    0.02% of the 13F portfolio, value $1,400,749.

    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 16,038 shares
    Change vs previous 13F -3,738 shares

    0.01% of the 13F portfolio, value $1,045,993.

    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 19,776 shares
    Change vs previous 13F +2,957 shares

    0.02% of the 13F portfolio, value $1,428,198.

    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 16,819 shares
    Change vs previous 13F +7,097 shares

    0.02% of the 13F portfolio, value $1,351,093.

    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 9,722 shares
    Change vs previous 13F +342 shares

    0.02% of the 13F portfolio, value $1,602,414.

    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 9,380 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,453,748.

    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).