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Disclosery

Atria Investments, Inc: TOST position timeline

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

Atria Investments, Inc held 22,487 TOST 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 22,487 shares
    Change vs previous 13F +27 shares

    0.01% of the 13F portfolio, value $625,588.

    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 22,460 shares
    Change vs previous 13F +1,691 shares

    0.01% of the 13F portfolio, value $595,415.

    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 20,769 shares
    Change vs previous 13F +2,223 shares

    0.01% of the 13F portfolio, value $737,507.

    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 18,546 shares
    Change vs previous 13F -5,828 shares

    0.01% of the 13F portfolio, value $677,114.

    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 24,374 shares
    Change vs previous 13F +2,794 shares

    0.01% of the 13F portfolio, value $1,079,524.

    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 21,580 shares
    Change vs previous 13F +2,460 shares

    0.01% of the 13F portfolio, value $715,809.

    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 19,120 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $696,924.

    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).