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Disclosery

Atria Investments, Inc: TT position timeline

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

Atria Investments, Inc held 25,097 TT 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 25,097 shares
    Change vs previous 13F -803 shares

    0.11% of the 13F portfolio, value $11,343,324.

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

  2. period ended2026-06-30
    13F 25,900 shares
    Change vs previous 13F -4,488 shares

    0.13% of the 13F portfolio, value $12,720,834.

    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 30,388 shares
    Change vs previous 13F -4,108 shares

    0.14% of the 13F portfolio, value $12,663,781.

    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 34,496 shares
    Change vs previous 13F -1,955 shares

    0.15% of the 13F portfolio, value $13,425,920.

    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 36,451 shares
    Change vs previous 13F -2,085 shares

    0.18% of the 13F portfolio, value $15,380,888.

    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 38,536 shares
    Change vs previous 13F +319 shares

    0.2% of the 13F portfolio, value $16,856,236.

    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 38,217 shares
    Change vs previous 13F +1,714 shares

    0.17% of the 13F portfolio, value $12,876,060.

    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 36,503 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $13,482,521.

    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).