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Disclosery

Atria Investments, Inc: ROBT position timeline

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

Atria Investments, Inc held 5,644 ROBT 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 5,644 shares
    Change vs previous 13F -6,113 shares

    <0.01% of the 13F portfolio, value $317,525.

    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 11,757 shares
    Change vs previous 13F -20,569 shares

    0.01% of the 13F portfolio, value $542,716.

    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 32,326 shares
    Change vs previous 13F -692 shares

    0.02% of the 13F portfolio, value $1,676,633.

    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 33,018 shares
    Change vs previous 13F -1,801 shares

    0.02% of the 13F portfolio, value $1,746,319.

    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 34,819 shares
    Change vs previous 13F -1,297 shares

    0.02% of the 13F portfolio, value $1,681,742.

    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 36,116 shares
    Change vs previous 13F +3,959 shares

    0.02% of the 13F portfolio, value $1,468,853.

    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 32,157 shares
    Change vs previous 13F -3,991 shares

    0.02% of the 13F portfolio, value $1,448,350.

    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 36,148 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,582,926.

    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).