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Disclosery

Atria Investments, Inc: MA position timeline

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

Atria Investments, Inc held 48,703 MA 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 48,703 shares
    Change vs previous 13F +4,451 shares

    0.26% of the 13F portfolio, value $26,858,341.

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

  2. period ended2026-06-30
    13F 44,252 shares
    Change vs previous 13F -9,823 shares

    0.23% of the 13F portfolio, value $22,727,829.

    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 54,075 shares
    Change vs previous 13F -16,358 shares

    0.3% of the 13F portfolio, value $27,019,104.

    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 70,433 shares
    Change vs previous 13F -5,685 shares

    0.46% of the 13F portfolio, value $40,208,693.

    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 76,118 shares
    Change vs previous 13F -2,010 shares

    0.49% of the 13F portfolio, value $43,296,897.

    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 78,128 shares
    Change vs previous 13F -34 shares

    0.52% of the 13F portfolio, value $43,903,187.

    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 78,162 shares
    Change vs previous 13F -3,189 shares

    0.55% of the 13F portfolio, value $42,842,398.

    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 81,351 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $42,836,983.

    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).