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Disclosery

Atria Investments, Inc: RWL position timeline

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

Atria Investments, Inc held 14,719 RWL 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 14,719 shares
    Change vs previous 13F +181 shares

    0.02% of the 13F portfolio, value $1,880,505.

    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 14,538 shares
    Change vs previous 13F -1,308 shares

    0.02% of the 13F portfolio, value $1,670,611.

    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 15,846 shares
    Change vs previous 13F +10,086 shares

    0.02% of the 13F portfolio, value $1,814,317.

    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 5,760 shares
    Change vs previous 13F -16,801 shares

    0.01% of the 13F portfolio, value $637,449.

    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 22,561 shares
    Change vs previous 13F -166 shares

    0.03% of the 13F portfolio, value $2,352,895.

    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 22,727 shares
    Change vs previous 13F +982 shares

    0.03% of the 13F portfolio, value $2,257,709.

    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 21,745 shares
    Change vs previous 13F +596 shares

    0.03% of the 13F portfolio, value $2,129,279.

    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 21,149 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,074,091.

    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).