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Disclosery

Atria Investments, Inc: MLM position timeline

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

Atria Investments, Inc held 7,653 MLM 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 7,653 shares
    Change vs previous 13F -578 shares

    0.04% of the 13F portfolio, value $4,413,717.

    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 8,231 shares
    Change vs previous 13F +915 shares

    0.05% of the 13F portfolio, value $4,845,645.

    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 7,316 shares
    Change vs previous 13F -277 shares

    0.05% of the 13F portfolio, value $4,555,562.

    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 7,593 shares
    Change vs previous 13F -877 shares

    0.05% of the 13F portfolio, value $4,785,802.

    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 8,470 shares
    Change vs previous 13F +221 shares

    0.05% of the 13F portfolio, value $4,649,533.

    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 8,249 shares
    Change vs previous 13F -3,472 shares

    0.05% of the 13F portfolio, value $3,943,870.

    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 11,721 shares
    Change vs previous 13F -214 shares

    0.08% of the 13F portfolio, value $6,054,014.

    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 11,935 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $6,424,065.

    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).