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Disclosery

Atria Investments, Inc: MD position timeline

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

Atria Investments, Inc held 19,406 MD 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 19,406 shares
    Change vs previous 13F -2,363 shares

    <0.01% of the 13F portfolio, value $491,554.

    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 21,769 shares
    Change vs previous 13F +3,980 shares

    0.01% of the 13F portfolio, value $465,639.

    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 17,789 shares
    Change vs previous 13F -430 shares

    <0.01% of the 13F portfolio, value $380,507.

    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 18,219 shares
    Change vs previous 13F +1,784 shares

    <0.01% of the 13F portfolio, value $305,168.

    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 16,435 shares
    Change vs previous 13F +1,411 shares

    <0.01% of the 13F portfolio, value $235,842.

    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 15,024 shares
    Change vs previous 13F -11,152 shares

    <0.01% of the 13F portfolio, value $217,698.

    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 26,176 shares
    Change vs previous 13F -948 shares

    <0.01% of the 13F portfolio, value $343,423.

    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 27,124 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $314,361.

    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).