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Disclosery

Atria Investments, Inc: TIP position timeline

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

Atria Investments, Inc held 75,722 TIP 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 75,722 shares
    Change vs previous 13F +68,268 shares

    0.08% of the 13F portfolio, value $8,286,244.

    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 7,454 shares
    Change vs previous 13F -2,836 shares

    0.01% of the 13F portfolio, value $822,613.

    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 10,290 shares
    Change vs previous 13F -2,152 shares

    0.01% of the 13F portfolio, value $1,130,989.

    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 12,442 shares
    Change vs previous 13F -783 shares

    0.02% of the 13F portfolio, value $1,383,837.

    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 13,225 shares
    Change vs previous 13F +5,333 shares

    0.02% of the 13F portfolio, value $1,455,249.

    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 7,892 shares
    Change vs previous 13F -1,016 shares

    0.01% of the 13F portfolio, value $876,760.

    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 8,908 shares
    Change vs previous 13F +417 shares

    0.01% of the 13F portfolio, value $949,125.

    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 8,491 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $938,053.

    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).