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Disclosery

Atria Investments, Inc: MDY position timeline

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

Atria Investments, Inc held 3,184 MDY 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 3,184 shares
    Change vs previous 13F -6,117 shares

    0.02% of the 13F portfolio, value $2,091,218.

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

  2. period ended2026-06-30
    13F 9,301 shares
    Change vs previous 13F +5,102 shares

    0.07% of the 13F portfolio, value $6,541,680.

    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 4,199 shares
    Change vs previous 13F -5,446 shares

    0.03% of the 13F portfolio, value $2,590,064.

    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 9,645 shares
    Change vs previous 13F +3,581 shares

    0.07% of the 13F portfolio, value $5,818,416.

    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 6,064 shares
    Change vs previous 13F +3,576 shares

    0.04% of the 13F portfolio, value $3,614,488.

    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 2,488 shares
    Change vs previous 13F +269 shares

    0.02% of the 13F portfolio, value $1,409,550.

    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 2,219 shares
    Change vs previous 13F -3,803 shares

    0.02% of the 13F portfolio, value $1,183,792.

    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 6,022 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $3,429,817.

    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).