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Disclosery

Atria Investments, Inc: MAR position timeline

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

Atria Investments, Inc held 9,325 MAR 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 9,325 shares
    Change vs previous 13F +2,030 shares

    0.03% of the 13F portfolio, value $3,316,634.

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

  2. period ended2026-06-30
    13F 7,295 shares
    Change vs previous 13F +1,375 shares

    0.03% of the 13F portfolio, value $2,703,345.

    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 5,920 shares
    Change vs previous 13F +2,357 shares

    0.02% of the 13F portfolio, value $1,936,253.

    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 3,563 shares
    Change vs previous 13F +216 shares

    0.01% of the 13F portfolio, value $1,105,435.

    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 3,347 shares
    Change vs previous 13F -52 shares

    0.01% of the 13F portfolio, value $871,729.

    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 3,399 shares
    Change vs previous 13F +1,069 shares

    0.01% of the 13F portfolio, value $928,711.

    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 2,330 shares
    Change vs previous 13F -551 shares

    0.01% of the 13F portfolio, value $554,891.

    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 2,881 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $803,687.

    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).