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Disclosery

Atria Investments, Inc: MCK position timeline

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

Atria Investments, Inc held 12,465 MCK 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 12,465 shares
    Change vs previous 13F +1,440 shares

    0.1% of the 13F portfolio, value $10,642,990.

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

  2. period ended2026-06-30
    13F 11,025 shares
    Change vs previous 13F -3,063 shares

    0.08% of the 13F portfolio, value $8,330,570.

    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 14,088 shares
    Change vs previous 13F +1,517 shares

    0.14% of the 13F portfolio, value $12,190,903.

    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 12,571 shares
    Change vs previous 13F +510 shares

    0.12% of the 13F portfolio, value $10,311,841.

    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 12,061 shares
    Change vs previous 13F -1,555 shares

    0.11% of the 13F portfolio, value $9,317,509.

    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 13,616 shares
    Change vs previous 13F +657 shares

    0.12% of the 13F portfolio, value $9,977,752.

    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 12,959 shares
    Change vs previous 13F +1,198 shares

    0.11% of the 13F portfolio, value $8,721,176.

    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 11,761 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $6,702,439.

    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).