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Disclosery

Atria Investments, Inc: MOAT position timeline

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

Atria Investments, Inc held 21,533 MOAT 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 21,533 shares
    Change vs previous 13F -531 shares

    0.02% of the 13F portfolio, value $2,276,293.

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

  2. period ended2026-06-30
    13F 22,064 shares
    Change vs previous 13F +1,995 shares

    0.02% of the 13F portfolio, value $2,293,813.

    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 20,069 shares
    Change vs previous 13F -2,628 shares

    0.02% of the 13F portfolio, value $1,940,709.

    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 22,697 shares
    Change vs previous 13F -3,848 shares

    0.03% of the 13F portfolio, value $2,350,541.

    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 26,545 shares
    Change vs previous 13F +13,358 shares

    0.03% of the 13F portfolio, value $2,630,849.

    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 13,187 shares
    Change vs previous 13F -90,831 shares

    0.01% of the 13F portfolio, value $1,236,784.

    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 104,018 shares
    Change vs previous 13F -7,863 shares

    0.12% of the 13F portfolio, value $9,153,586.

    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 111,881 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $10,374,191.

    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).