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Disclosery

Atria Investments, Inc: TRMB position timeline

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

Atria Investments, Inc held 26,695 TRMB 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 26,695 shares
    Change vs previous 13F +16,608 shares

    0.01% of the 13F portfolio, value $1,524,551.

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

  2. period ended2026-06-30
    13F 10,087 shares
    Change vs previous 13F -15,091 shares

    0.01% of the 13F portfolio, value $516,253.

    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 25,178 shares
    Change vs previous 13F +15 shares

    0.02% of the 13F portfolio, value $1,642,361.

    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 25,163 shares
    Change vs previous 13F -3,992 shares

    0.02% of the 13F portfolio, value $1,971,521.

    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 29,155 shares
    Change vs previous 13F +23,159 shares

    0.03% of the 13F portfolio, value $2,380,506.

    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 5,996 shares
    Change vs previous 13F +2,019 shares

    0.01% of the 13F portfolio, value $455,576.

    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 3,977 shares
    Change vs previous 13F -45 shares

    <0.01% of the 13F portfolio, value $261,090.

    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 4,022 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $284,195.

    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).