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Disclosery

Atria Investments, Inc: RSP position timeline

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

Atria Investments, Inc held 35,595 RSP 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 35,595 shares
    Change vs previous 13F +13,643 shares

    0.08% of the 13F portfolio, value $7,573,646.

    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 21,952 shares
    Change vs previous 13F -5,815 shares

    0.05% of the 13F portfolio, value $4,212,962.

    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 27,767 shares
    Change vs previous 13F +4,741 shares

    0.06% of the 13F portfolio, value $5,318,957.

    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 23,026 shares
    Change vs previous 13F -3,208 shares

    0.05% of the 13F portfolio, value $4,368,073.

    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 26,234 shares
    Change vs previous 13F -13,065 shares

    0.06% of the 13F portfolio, value $4,767,776.

    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 39,299 shares
    Change vs previous 13F -2,273 shares

    0.09% of the 13F portfolio, value $6,807,792.

    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 41,572 shares
    Change vs previous 13F -13,907 shares

    0.09% of the 13F portfolio, value $7,284,586.

    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 55,479 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $9,939,614.

    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).