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Atria Investments, Inc: TLT position timeline

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

Atria Investments, Inc held 103,755 TLT 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 103,755 shares
    Change vs previous 13F -11,872 shares

    0.09% of the 13F portfolio, value $8,966,512.

    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 115,627 shares
    Change vs previous 13F -19,040 shares

    0.11% of the 13F portfolio, value $10,023,726.

    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 134,667 shares
    Change vs previous 13F -11,231 shares

    0.13% of the 13F portfolio, value $11,737,563.

    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 145,898 shares
    Change vs previous 13F -6,797 shares

    0.15% of the 13F portfolio, value $13,038,916.

    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 152,695 shares
    Change vs previous 13F +10,304 shares

    0.16% of the 13F portfolio, value $13,475,298.

    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 142,391 shares
    Change vs previous 13F -51,003 shares

    0.17% of the 13F portfolio, value $12,961,885.

    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 193,394 shares
    Change vs previous 13F -89,582 shares

    0.21% of the 13F portfolio, value $16,889,056.

    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 282,976 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $27,759,954.

    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).