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Disclosery

Atria Investments, Inc: MGV position timeline

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

Atria Investments, Inc held 40,475 MGV 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 40,475 shares
    Change vs previous 13F -257 shares

    0.06% of the 13F portfolio, value $6,520,100.

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

  2. period ended2026-06-30
    13F 40,732 shares
    Change vs previous 13F +784 shares

    0.07% of the 13F portfolio, value $6,657,617.

    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 39,948 shares
    Change vs previous 13F -347 shares

    0.06% of the 13F portfolio, value $5,790,394.

    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 40,295 shares
    Change vs previous 13F -51 shares

    0.06% of the 13F portfolio, value $5,688,084.

    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 40,346 shares
    Change vs previous 13F -275 shares

    0.06% of the 13F portfolio, value $5,557,234.

    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 40,621 shares
    Change vs previous 13F +6,338 shares

    0.06% of the 13F portfolio, value $5,329,518.

    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 34,283 shares
    Change vs previous 13F -13,684 shares

    0.06% of the 13F portfolio, value $4,417,064.

    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 47,967 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $5,991,509.

    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).