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Disclosery

Atria Investments, Inc: MC position timeline

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

Atria Investments, Inc held 19,792 MC 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 19,792 shares
    Change vs previous 13F -546 shares

    0.01% of the 13F portfolio, value $1,138,429.

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

  2. period ended2026-06-30
    13F 20,338 shares
    Change vs previous 13F -2,006 shares

    0.01% of the 13F portfolio, value $1,330,498.

    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 22,344 shares
    Change vs previous 13F +665 shares

    0.01% of the 13F portfolio, value $1,273,598.

    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 21,679 shares
    Change vs previous 13F -1,585 shares

    0.02% of the 13F portfolio, value $1,490,187.

    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 23,264 shares
    Change vs previous 13F -610 shares

    0.02% of the 13F portfolio, value $1,659,165.

    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 23,874 shares
    Change vs previous 13F -525 shares

    0.02% of the 13F portfolio, value $1,487,833.

    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 24,399 shares
    Change vs previous 13F -625 shares

    0.02% of the 13F portfolio, value $1,423,906.

    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 25,024 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,848,794.

    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).