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Disclosery

Atria Investments, Inc: TAFI position timeline

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

Atria Investments, Inc held 8,725 TAFI shares at 2026-09-30 per its 13F-HR filed 2026-10-15.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 8,725 shares
    Change vs previous 13F -7,629 shares

    <0.01% of the 13F portfolio, value $214,455.

    13F-HR 0001535865-26-000012 filed by Atria Investments, Inc
    Accepted , ingested

  2. period ended2026-06-30
    13F 16,354 shares
    Change vs previous 13F +382 shares

    <0.01% of the 13F portfolio, value $412,456.

    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).

  3. period ended2026-03-31
    13F 15,972 shares
    Change vs previous 13F -369,984 shares

    <0.01% of the 13F portfolio, value $402,187.

    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).

  4. period ended2025-12-31
    13F 385,956 shares
    Change vs previous 13F -38,861 shares

    0.11% of the 13F portfolio, value $9,729,961.

    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).

  5. period ended2025-09-30
    13F 424,817 shares
    Change vs previous 13F +2,369 shares

    0.12% of the 13F portfolio, value $10,764,861.

    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).

  6. period ended2025-06-30
    13F 422,448 shares
    Change vs previous 13F +44,718 shares

    0.13% of the 13F portfolio, value $10,607,665.

    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).

  7. period ended2025-03-31
    13F 377,730 shares
    Change vs previous 13F +215,108 shares

    0.12% of the 13F portfolio, value $9,477,246.

    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).

  8. period ended2024-12-31
    13F 162,622 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $4,057,419.

    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).