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Atria Investments, Inc: TFC position timeline

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

Atria Investments, Inc held 97,766 TFC 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 97,766 shares
    Change vs previous 13F -27,804 shares

    0.05% of the 13F portfolio, value $4,870,686.

    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 125,570 shares
    Change vs previous 13F -25,930 shares

    0.06% of the 13F portfolio, value $5,772,464.

    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 151,500 shares
    Change vs previous 13F +9,970 shares

    0.08% of the 13F portfolio, value $7,455,334.

    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 141,530 shares
    Change vs previous 13F +5,220 shares

    0.07% of the 13F portfolio, value $6,470,774.

    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 136,310 shares
    Change vs previous 13F +5,544 shares

    0.07% of the 13F portfolio, value $5,859,966.

    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 130,766 shares
    Change vs previous 13F -3,004 shares

    0.07% of the 13F portfolio, value $5,381,010.

    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 133,770 shares
    Change vs previous 13F +5,554 shares

    0.07% of the 13F portfolio, value $5,802,924.

    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 128,216 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $5,483,787.

    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).