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Atria Investments, Inc: T position timeline

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

Atria Investments, Inc held 432,884 T 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 432,884 shares
    Change vs previous 13F -53,799 shares

    0.09% of the 13F portfolio, value $8,960,698.

    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 486,683 shares
    Change vs previous 13F +10,843 shares

    0.16% of the 13F portfolio, value $14,108,932.

    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 475,840 shares
    Change vs previous 13F -913 shares

    0.13% of the 13F portfolio, value $11,819,868.

    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 476,753 shares
    Change vs previous 13F -52,928 shares

    0.15% of the 13F portfolio, value $13,463,515.

    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 529,681 shares
    Change vs previous 13F -12,680 shares

    0.18% of the 13F portfolio, value $15,328,969.

    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 542,361 shares
    Change vs previous 13F -61,207 shares

    0.2% of the 13F portfolio, value $15,337,970.

    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 603,568 shares
    Change vs previous 13F -10,096 shares

    0.17% of the 13F portfolio, value $13,743,238.

    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 613,664 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $13,500,598.

    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).