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Disclosery

Atria Investments, Inc: TDY position timeline

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

Atria Investments, Inc held 7,997 TDY 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 7,997 shares
    Change vs previous 13F -2,549 shares

    0.05% of the 13F portfolio, value $4,852,800.

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

  2. period ended2026-06-30
    13F 10,546 shares
    Change vs previous 13F -805 shares

    0.07% of the 13F portfolio, value $7,033,281.

    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 11,351 shares
    Change vs previous 13F -942 shares

    0.08% of the 13F portfolio, value $6,867,608.

    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 12,293 shares
    Change vs previous 13F -540 shares

    0.07% of the 13F portfolio, value $6,278,522.

    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 12,833 shares
    Change vs previous 13F -134 shares

    0.09% of the 13F portfolio, value $7,520,787.

    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 12,967 shares
    Change vs previous 13F +291 shares

    0.08% of the 13F portfolio, value $6,643,124.

    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 12,676 shares
    Change vs previous 13F -3,188 shares

    0.08% of the 13F portfolio, value $6,308,972.

    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 15,864 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $7,363,127.

    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).