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Disclosery

Atria Investments, Inc: ROAD position timeline

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

Atria Investments, Inc held 13,706 ROAD 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 13,706 shares
    Change vs previous 13F +85 shares

    0.02% of the 13F portfolio, value $1,627,862.

    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 13,621 shares
    Change vs previous 13F -17 shares

    0.02% of the 13F portfolio, value $1,513,566.

    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 13,638 shares
    Change vs previous 13F +889 shares

    0.02% of the 13F portfolio, value $1,480,405.

    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 12,749 shares
    Change vs previous 13F -3,380 shares

    0.02% of the 13F portfolio, value $1,619,123.

    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 16,129 shares
    Change vs previous 13F +835 shares

    0.02% of the 13F portfolio, value $1,714,190.

    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 15,294 shares
    Change vs previous 13F +2,657 shares

    0.01% of the 13F portfolio, value $1,099,180.

    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 12,637 shares
    Change vs previous 13F -2,843 shares

    0.01% of the 13F portfolio, value $1,117,869.

    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 15,480 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,080,504.

    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).