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Atria Investments, Inc: TRGP position timeline

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

Atria Investments, Inc held 12,297 TRGP 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 12,297 shares
    Change vs previous 13F +2,768 shares

    0.03% of the 13F portfolio, value $3,297,194.

    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 9,529 shares
    Change vs previous 13F +1,622 shares

    0.03% of the 13F portfolio, value $2,389,228.

    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 7,907 shares
    Change vs previous 13F +2,027 shares

    0.02% of the 13F portfolio, value $1,458,837.

    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 5,880 shares
    Change vs previous 13F -4,541 shares

    0.01% of the 13F portfolio, value $985,064.

    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 10,421 shares
    Change vs previous 13F -2,498 shares

    0.02% of the 13F portfolio, value $1,814,167.

    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 12,919 shares
    Change vs previous 13F -2,912 shares

    0.03% of the 13F portfolio, value $2,589,779.

    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 15,831 shares
    Change vs previous 13F -2,575 shares

    0.04% of the 13F portfolio, value $2,825,889.

    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 18,406 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,724,272.

    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).