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Disclosery

Atria Investments, Inc: TRU position timeline

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

Atria Investments, Inc held 8,537 TRU 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 8,537 shares
    Change vs previous 13F +3,890 shares

    0.01% of the 13F portfolio, value $521,759.

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

  2. period ended2026-06-30
    13F 4,647 shares
    Change vs previous 13F -1,446 shares

    <0.01% of the 13F portfolio, value $335,261.

    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 6,093 shares
    Change vs previous 13F -390 shares

    <0.01% of the 13F portfolio, value $421,569.

    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 6,483 shares
    Change vs previous 13F +121 shares

    0.01% of the 13F portfolio, value $555,959.

    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 6,362 shares
    Change vs previous 13F -2,943 shares

    0.01% of the 13F portfolio, value $533,019.

    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 9,305 shares
    Change vs previous 13F +373 shares

    0.01% of the 13F portfolio, value $818,840.

    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 8,932 shares
    Change vs previous 13F -4,023 shares

    0.01% of the 13F portfolio, value $741,257.

    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 12,955 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,201,043.

    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).