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Atria Investments, Inc: TER position timeline

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

Atria Investments, Inc held 4,785 TER 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 4,785 shares
    Change vs previous 13F +283 shares

    0.02% of the 13F portfolio, value $2,315,175.

    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 4,502 shares
    Change vs previous 13F +1,096 shares

    0.01% of the 13F portfolio, value $1,334,788.

    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 3,406 shares
    Change vs previous 13F +379 shares

    0.01% of the 13F portfolio, value $659,322.

    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 3,027 shares
    Change vs previous 13F -2,479 shares

    <0.01% of the 13F portfolio, value $416,661.

    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 5,506 shares
    Change vs previous 13F -15,074 shares

    0.01% of the 13F portfolio, value $495,068.

    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 20,580 shares
    Change vs previous 13F -454 shares

    0.02% of the 13F portfolio, value $1,699,947.

    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 21,034 shares
    Change vs previous 13F -8,312 shares

    0.03% of the 13F portfolio, value $2,648,613.

    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 29,346 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $3,930,359.

    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).