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Atria Investments, Inc: TPHD position timeline

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

Atria Investments, Inc held 11,388 TPHD 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 11,388 shares
    Change vs previous 13F -28,661 shares

    <0.01% of the 13F portfolio, value $481,485.

    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 40,049 shares
    Change vs previous 13F -5,494 shares

    0.02% of the 13F portfolio, value $1,656,427.

    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 45,543 shares
    Change vs previous 13F -1,855 shares

    0.02% of the 13F portfolio, value $1,754,772.

    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 47,398 shares
    Change vs previous 13F +2,036 shares

    0.02% of the 13F portfolio, value $1,864,415.

    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 45,362 shares
    Change vs previous 13F +3,329 shares

    0.02% of the 13F portfolio, value $1,714,682.

    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 42,033 shares
    Change vs previous 13F -36,696 shares

    0.02% of the 13F portfolio, value $1,581,285.

    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 78,729 shares
    Change vs previous 13F -50,579 shares

    0.04% of the 13F portfolio, value $2,862,233.

    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 129,308 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $4,874,909.

    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).