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Disclosery

Atria Investments, Inc: MKL position timeline

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

Atria Investments, Inc held 1,504 MKL 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 1,504 shares
    Change vs previous 13F -215 shares

    0.03% of the 13F portfolio, value $2,576,093.

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

  2. period ended2026-06-30
    13F 1,719 shares
    Change vs previous 13F +118 shares

    0.03% of the 13F portfolio, value $3,357,873.

    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 1,601 shares
    Change vs previous 13F -12 shares

    0.03% of the 13F portfolio, value $3,065,062.

    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 1,613 shares
    Change vs previous 13F +39 shares

    0.04% of the 13F portfolio, value $3,468,099.

    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 1,574 shares
    Change vs previous 13F -37 shares

    0.03% of the 13F portfolio, value $3,009,115.

    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 1,611 shares
    Change vs previous 13F +45 shares

    0.04% of the 13F portfolio, value $3,218,410.

    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 1,566 shares
    Change vs previous 13F -450 shares

    0.04% of the 13F portfolio, value $2,927,809.

    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 2,016 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $3,480,080.

    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).