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Disclosery

Atria Investments, Inc: MO position timeline

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

Atria Investments, Inc held 134,259 MO 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 134,259 shares
    Change vs previous 13F +5,025 shares

    0.09% of the 13F portfolio, value $9,040,998.

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

  2. period ended2026-06-30
    13F 129,234 shares
    Change vs previous 13F -416 shares

    0.09% of the 13F portfolio, value $9,298,390.

    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 129,650 shares
    Change vs previous 13F +3,460 shares

    0.1% of the 13F portfolio, value $8,555,631.

    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 126,190 shares
    Change vs previous 13F +20,261 shares

    0.08% of the 13F portfolio, value $7,276,123.

    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 105,929 shares
    Change vs previous 13F +718 shares

    0.08% of the 13F portfolio, value $6,997,670.

    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 105,211 shares
    Change vs previous 13F +6,588 shares

    0.07% of the 13F portfolio, value $6,168,537.

    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 98,623 shares
    Change vs previous 13F -10,942 shares

    0.08% of the 13F portfolio, value $5,919,370.

    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 109,565 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $5,729,133.

    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).