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Disclosery

Atria Investments, Inc: TLH position timeline

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

Atria Investments, Inc held 158,818 TLH 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 158,818 shares
    Change vs previous 13F -27,276 shares

    0.16% of the 13F portfolio, value $15,937,396.

    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 186,094 shares
    Change vs previous 13F -20,680 shares

    0.21% of the 13F portfolio, value $18,743,347.

    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 206,774 shares
    Change vs previous 13F -2,920 shares

    0.24% of the 13F portfolio, value $21,022,666.

    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 209,694 shares
    Change vs previous 13F +18,898 shares

    0.25% of the 13F portfolio, value $21,596,375.

    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 190,796 shares
    Change vs previous 13F +30,166 shares

    0.23% of the 13F portfolio, value $19,384,833.

    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 160,630 shares
    Change vs previous 13F +106,378 shares

    0.21% of the 13F portfolio, value $16,665,353.

    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 54,252 shares
    Change vs previous 13F +50 shares

    0.07% of the 13F portfolio, value $5,400,202.

    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 54,202 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $5,925,957.

    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).