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Disclosery

Atria Investments, Inc: THRO position timeline

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

Atria Investments, Inc held 503,643 THRO 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 503,643 shares
    Change vs previous 13F -270,775 shares

    0.22% of the 13F portfolio, value $21,712,054.

    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 774,418 shares
    Change vs previous 13F +68,712 shares

    0.31% of the 13F portfolio, value $28,049,406.

    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 705,706 shares
    Change vs previous 13F +45,859 shares

    0.31% of the 13F portfolio, value $27,212,034.

    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 659,847 shares
    Change vs previous 13F +115,448 shares

    0.29% of the 13F portfolio, value $24,981,792.

    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 544,399 shares
    Change vs previous 13F +503,580 shares

    0.23% of the 13F portfolio, value $19,369,705.

    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 40,819 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,293,554.

    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).