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Disclosery

Atria Investments, Inc: TMO position timeline

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

Atria Investments, Inc held 32,242 TMO shares at 2026-09-30 per its 13F-HR filed 2026-10-15.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 32,242 shares
    Change vs previous 13F +4,584 shares

    0.21% of the 13F portfolio, value $21,764,903.

    13F-HR 0001535865-26-000012 filed by Atria Investments, Inc
    Accepted , ingested

  2. period ended2026-06-30
    13F 27,658 shares
    Change vs previous 13F -820 shares

    0.14% of the 13F portfolio, value $13,866,684.

    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).

  3. period ended2026-03-31
    13F 28,478 shares
    Change vs previous 13F -3,943 shares

    0.16% of the 13F portfolio, value $13,997,833.

    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).

  4. period ended2025-12-31
    13F 32,421 shares
    Change vs previous 13F -825 shares

    0.21% of the 13F portfolio, value $18,786,561.

    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).

  5. period ended2025-09-30
    13F 33,246 shares
    Change vs previous 13F -15,333 shares

    0.18% of the 13F portfolio, value $16,125,013.

    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).

  6. period ended2025-06-30
    13F 48,579 shares
    Change vs previous 13F +5,041 shares

    0.23% of the 13F portfolio, value $19,696,794.

    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).

  7. period ended2025-03-31
    13F 43,538 shares
    Change vs previous 13F -90 shares

    0.28% of the 13F portfolio, value $21,664,346.

    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).

  8. period ended2024-12-31
    13F 43,628 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $22,696,516.

    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).