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Atria Investments, Inc: MKC position timeline

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

Atria Investments, Inc held 34,066 MKC 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 34,066 shares
    Change vs previous 13F +5,832 shares

    0.02% of the 13F portfolio, value $1,580,647.

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

  2. period ended2026-06-30
    13F 28,234 shares
    Change vs previous 13F -5,095 shares

    0.01% of the 13F portfolio, value $1,423,576.

    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 33,329 shares
    Change vs previous 13F +6,680 shares

    0.02% of the 13F portfolio, value $1,681,125.

    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 26,649 shares
    Change vs previous 13F +1,476 shares

    0.02% of the 13F portfolio, value $1,815,050.

    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 25,173 shares
    Change vs previous 13F -10,011 shares

    0.02% of the 13F portfolio, value $1,684,350.

    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 35,184 shares
    Change vs previous 13F +380 shares

    0.03% of the 13F portfolio, value $2,667,644.

    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 34,804 shares
    Change vs previous 13F +1,900 shares

    0.04% of the 13F portfolio, value $2,864,683.

    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 32,904 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,508,566.

    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).