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Atria Investments, Inc: ROL position timeline

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

Atria Investments, Inc held 60,795 ROL 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 60,795 shares
    Change vs previous 13F -59,421 shares

    0.03% of the 13F portfolio, value $2,537,578.

    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 120,216 shares
    Change vs previous 13F -30,698 shares

    0.07% of the 13F portfolio, value $6,420,732.

    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 150,914 shares
    Change vs previous 13F -20,371 shares

    0.1% of the 13F portfolio, value $9,057,874.

    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 171,285 shares
    Change vs previous 13F -13,336 shares

    0.11% of the 13F portfolio, value $10,061,262.

    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 184,621 shares
    Change vs previous 13F -4,161 shares

    0.12% of the 13F portfolio, value $10,416,310.

    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 188,782 shares
    Change vs previous 13F +24,659 shares

    0.13% of the 13F portfolio, value $10,199,913.

    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 164,123 shares
    Change vs previous 13F -2,415 shares

    0.09% of the 13F portfolio, value $7,607,085.

    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 166,538 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $8,423,501.

    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).