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Disclosery

Atria Investments, Inc: TOTL position timeline

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

Atria Investments, Inc held 15,163 TOTL 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 15,163 shares
    Change vs previous 13F +4,642 shares

    0.01% of the 13F portfolio, value $567,399.

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

  2. period ended2026-06-30
    13F 10,521 shares
    Change vs previous 13F +1,979 shares

    <0.01% of the 13F portfolio, value $415,264.

    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 8,542 shares
    Change vs previous 13F +99 shares

    <0.01% of the 13F portfolio, value $339,374.

    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 8,443 shares
    Change vs previous 13F +84 shares

    <0.01% of the 13F portfolio, value $339,831.

    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 8,359 shares
    Change vs previous 13F +88 shares

    <0.01% of the 13F portfolio, value $339,125.

    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 8,271 shares
    Change vs previous 13F +2,891 shares

    <0.01% of the 13F portfolio, value $331,750.

    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 5,380 shares
    Change vs previous 13F +77 shares

    <0.01% of the 13F portfolio, value $216,760.

    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).

  8. period ended2024-12-31
    13F 5,303 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $208,885.

    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).