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Atria Investments, Inc: MFC position timeline

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

Atria Investments, Inc held 57,946 MFC 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 57,946 shares
    Change vs previous 13F +4,233 shares

    0.02% of the 13F portfolio, value $2,347,379.

    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 53,713 shares
    Change vs previous 13F +210 shares

    0.02% of the 13F portfolio, value $1,849,874.

    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 53,503 shares
    Change vs previous 13F -5,844 shares

    0.02% of the 13F portfolio, value $1,941,075.

    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 59,347 shares
    Change vs previous 13F -14,879 shares

    0.02% of the 13F portfolio, value $1,848,660.

    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 74,226 shares
    Change vs previous 13F +4,788 shares

    0.03% of the 13F portfolio, value $2,372,258.

    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 69,438 shares
    Change vs previous 13F -1,058 shares

    0.03% of the 13F portfolio, value $2,162,994.

    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 70,496 shares
    Change vs previous 13F -12,654 shares

    0.03% of the 13F portfolio, value $2,164,924.

    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 83,150 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,457,078.

    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).