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Disclosery

Atria Investments, Inc: TRS position timeline

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

Atria Investments, Inc held 21,714 TRS 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 21,714 shares
    Change vs previous 13F -83 shares

    0.01% of the 13F portfolio, value $838,040.

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

  2. period ended2026-06-30
    13F 21,797 shares
    Change vs previous 13F -373 shares

    0.01% of the 13F portfolio, value $981,528.

    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 22,170 shares
    Change vs previous 13F -2,225 shares

    0.01% of the 13F portfolio, value $796,790.

    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 24,395 shares
    Change vs previous 13F +1,958 shares

    0.01% of the 13F portfolio, value $864,813.

    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 22,437 shares
    Change vs previous 13F +226 shares

    0.01% of the 13F portfolio, value $866,957.

    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 22,211 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $635,469.

    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).