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Disclosery

Atria Investments, Inc: MDT position timeline

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

Atria Investments, Inc held 156,519 MDT 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 156,519 shares
    Change vs previous 13F +16,887 shares

    0.12% of the 13F portfolio, value $12,244,518.

    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 139,632 shares
    Change vs previous 13F +13,421 shares

    0.14% of the 13F portfolio, value $12,099,108.

    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 126,211 shares
    Change vs previous 13F +3,805 shares

    0.14% of the 13F portfolio, value $12,123,797.

    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 122,406 shares
    Change vs previous 13F +3,579 shares

    0.13% of the 13F portfolio, value $11,657,947.

    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 118,827 shares
    Change vs previous 13F +4,834 shares

    0.12% of the 13F portfolio, value $10,358,138.

    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 113,993 shares
    Change vs previous 13F -705 shares

    0.13% of the 13F portfolio, value $10,243,380.

    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 114,698 shares
    Change vs previous 13F -6,265 shares

    0.11% of the 13F portfolio, value $9,162,082.

    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 120,963 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $10,890,281.

    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).