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Disclosery

Atria Investments, Inc: TRP position timeline

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

Atria Investments, Inc held 52,319 TRP 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 52,319 shares
    Change vs previous 13F +1,873 shares

    0.03% of the 13F portfolio, value $3,022,972.

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

  2. period ended2026-06-30
    13F 50,446 shares
    Change vs previous 13F +6,703 shares

    0.03% of the 13F portfolio, value $3,344,057.

    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 43,743 shares
    Change vs previous 13F -681 shares

    0.03% of the 13F portfolio, value $2,738,314.

    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 44,424 shares
    Change vs previous 13F +542 shares

    0.03% of the 13F portfolio, value $2,443,779.

    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 43,882 shares
    Change vs previous 13F +1,968 shares

    0.03% of the 13F portfolio, value $2,387,624.

    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 41,914 shares
    Change vs previous 13F -416 shares

    0.02% of the 13F portfolio, value $2,044,979.

    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 42,330 shares
    Change vs previous 13F -10,599 shares

    0.03% of the 13F portfolio, value $1,998,415.

    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 52,929 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,462,789.

    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).