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Disclosery

Atria Investments, Inc: RMD position timeline

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

Atria Investments, Inc held 7,097 RMD 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 7,097 shares
    Change vs previous 13F +6,066 shares

    0.02% of the 13F portfolio, value $1,569,059.

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

  2. period ended2026-06-30
    13F 1,031 shares
    Change vs previous 13F -3,741 shares

    <0.01% of the 13F portfolio, value $200,835.

    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 4,772 shares
    Change vs previous 13F +3,228 shares

    0.01% of the 13F portfolio, value $1,071,111.

    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 1,544 shares
    Change vs previous 13F -186 shares

    <0.01% of the 13F portfolio, value $372,001.

    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 1,730 shares
    Change vs previous 13F +50 shares

    0.01% of the 13F portfolio, value $473,522.

    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 1,680 shares
    Change vs previous 13F -606 shares

    0.01% of the 13F portfolio, value $433,324.

    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 2,286 shares
    Change vs previous 13F +180 shares

    0.01% of the 13F portfolio, value $511,743.

    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 2,106 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $481,507.

    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).