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Atria Investments, Inc: MBB position timeline

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

Atria Investments, Inc held 194,292 MBB shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 194,292 shares
    Change vs previous 13F +10,975 shares

    0.18% of the 13F portfolio, value $18,364,446.

    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).

  2. period ended2026-03-31
    13F 183,317 shares
    Change vs previous 13F +9,288 shares

    0.19% of the 13F portfolio, value $17,405,923.

    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).

  3. period ended2025-12-31
    13F 174,029 shares
    Change vs previous 13F +8,405 shares

    0.19% of the 13F portfolio, value $16,571,044.

    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).

  4. period ended2025-09-30
    13F 165,624 shares
    Change vs previous 13F -563 shares

    0.18% of the 13F portfolio, value $15,759,110.

    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).

  5. period ended2025-06-30
    13F 166,187 shares
    Change vs previous 13F -12,918 shares

    0.18% of the 13F portfolio, value $15,603,267.

    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).

  6. period ended2025-03-31
    13F 179,105 shares
    Change vs previous 13F +4,335 shares

    0.22% of the 13F portfolio, value $16,796,460.

    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).

  7. period ended2024-12-31
    13F 174,770 shares
    Change vs previous 13F -13,054 shares

    0.2% of the 13F portfolio, value $16,022,883.

    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).

  8. period ended2024-09-30
    13F 187,824 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $17,995,403.

    13F-HR 0001535865-24-000019 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).